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Our 7 Point Retirement Planning Checklist Has You Covered

Friday, June 16th, 2017 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos

Do you have a retirement planning checklist that is up-to-date? Unfortunately, most people don’t, and what’s worse, they don’t even have a retirement plan in the first place. Here is our 7-point retirement planning checklist: Read More

3 Challenges to Retirement Security Success

Monday, July 11th, 2016 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities

3 Challenges to Retirement SecurityAmericans today are woefully unprepared for retirement. A 2016 study by the Economic Policy Institute showed that around half of Americans do not have a retirement plan at all and have absolutely nothing saved for retirement. This paycheck to paycheck lifestyle is but one of many challenges to retirement security. In the following, we will examine three of the top challenges to retirement security and offer possible solutions in an effort to draw back, even a few, from the precipice of retirement disaster. Read More

Rising Healthcare Costs Draining Retirement Savings

Tuesday, May 3rd, 2016 and is filed under Uncategorized

Cost of HealthcareThere’s no way around it: healthcare is becoming increasingly more expensive in the United States. With the rapidly changing insurance landscape driven by the so-called Affordable Care Act (Obamacare), millions of Americans, and retirees in particular, are spending more and more on healthcare costs, dipping into retirement savings far ahead of schedule just to cover basic medical expenses. Without appropriate savings, it only takes a few unwelcome surprises to drain the money you earmarked to carry you through retirement. Read More

7 Retirement Planning Mistakes You Should Never Make

Wednesday, February 10th, 2016 and is filed under Retirement Income Annuities, Uncategorized

Retirement Planning MistakesIn preparing for retirement, especially when the end of your career seems a long way off, it’s easy to put your planning aside for another day. For many individuals, however, retirement often sneaks up faster than anticipated, and starting the planning process too late in the game can have dire consequences. Whether you’re a few years from retirement or just entering the workforce, make sure to avoid these seven retirement planning mistakes. Read More

The Art of Negotiation

Wednesday, December 9th, 2015 and is filed under Financial Planning Tips, Uncategorized, Videos

Cathy DeWitt Dunn discusses “The Art of Negotiation” with KDFW Fox 4’s Jenny Anchondo. Read More

7 Top Retirement Regrets

Wednesday, December 2nd, 2015 and is filed under Annuity News, Uncategorized

Retirement RegretsWhether you’re eagerly looking forward to retirement or dreading a life without work, the end of your career is inevitable. For many people, the moment a job of many years ends is a bittersweet yet joyous occasion, but for others, this initial happiness may soon be overshadowed by regret.

Planning for retirement isn’t exactly a science, but inadequate preparation can lead to negative emotions after making the decision to retire. While it’s not possible to anticipate everything that may arise once you close your office door behind you, acknowledging these top seven retirement regrets now can help make sure that the last decades of your life will be smoother sailing. Read More