Financial News Articles
The financial industry is constantly changing. Everyone is eager to find the next “big thing” in investing, but how do you tell the difference between a temporary trend and a worthwhile long-term investment? Take a look at our articles that discuss financial news, how politics affects our finances and the challenges that each generation from baby boomers to millenials are facing.
In the News
403b Retirement Plan Options for Teachers
Are you contributing to a 403b retirement plan? Take control of your retirement by moving your money into a fixed index annuity. Learn more…
The Future of Social Security
The future of social security is unknown. However, there are things you can do to ensure that your retirement is not dependent on Social Security income. Learn more…
Learn More About Roger Ibbotson
Learn more about Roger Ibbotson’s research and expertise in financial markets!
My Recent Trip to Washington D.C.
Take a look at some of the photos taken during my recent trip to Washington D.C.
Five Tips to Stick to a Budget This Holiday Season
Is your bank account prepared for holiday spending? Now is the time to start planning for holiday shopping by creating a budget. Here are five tips to stick to a budget.
Bull vs. Bear: Protect Your Retirement
Do you know how to protect your retirement? Here are three strategies you can use to protect your retirement portfolio from crashing in a bear market.
College Costs Going Up Due to Federal Interest Rates
Here are the factors you need to consider if you plan on using federal aid to help pay for your college costs.
Understanding How Interest Rate Trends Impact Annuities and Bonds
Filling income gaps in your investment portfolio with fixed index annuities and bonds can help ensure you have adequate funds to support your retirement. Read more to find out how.
2018 Tax Reform Bill: What You Need to Know from Financial Professional, Cathy DeWitt Dunn
President Trump’s tax reform, the Tax Cuts and Jobs Act (TCJA) passed in 2018. Here’s what you need to know about 2018 tax reform bill.
Tax Refund Tips from Financial Professional, Cathy DeWitt Dunn
What does the tax reform mean for you and what money moves should you make to ensure you’re ready for your taxes? Here are five tax refund tips to consider to help you save the most on taxes.
Welcome to the “Securing Your Retirement” Video Series
Welcome to the “Securing Your Retirement” Video Series. This series will cover Fixed Index Annuities, crediting methods, payout rates and more.
Avoid FOMO Investing Mistakes
You can avoid FOMO investing mistakes on great monetary gains while still managing risk appropriately with FIAs. Learn more.
Last Call: 2017 Tax Return Advice and What to Expect in 2018
How can you prepare yourself to make the most of our tax return? Here is some advice for your next tax return.
Be Careful with Your Hurricane Harvey Donations!
Be aware of who you are donating to with your Hurricane Harvey donations!
College Student Money Management with Cathy DeWitt Dunn
The two biggest money mistakes that college student make are student loan debt and credit card debt. Read to learn how students should manage their money.
US Household Debt Hits Record Levels
Americans’ debt level has hit a new record high. Here’s what you need to know.
Cathy DeWitt Dunn on Checking Account Alternatives
Join financial professional Cathy DeWitt Dunn and KDAF’s Laila Muhammad as they discuss checking account alternatives in this television interview.
Cathy DeWitt Dunn on Christmas in July
Annuity Watch USA’s Cathy DeWitt Dunn discusses “Christmas in July” with KDFW Fox 4’s Shannon Murray in this television interview. https://youtu.be/HAd1M0z3Euk Many people are still struggling to pay off their […]
2017 IRA Changes – What You Need to Know
Each new year brings change and 2017 is no different when it comes to keeping up with your retirement savings accounts. Here is what you need to know when it […]
Pocket More Money in 2017 – KDAF Interview
In this KDAF interview, Cathy DeWitt Dunn and Neeha Curtis discuss how to pocket more money in 2017. Experts say not to expect pay raises and bonuses in 2017. So […]
What does the Fed rate hike mean for Americans?
On Wednesday the Federal Reserve increased its key interest rate by 0.25%, marking the first interest rate increase since June of 2006. According to financial professional Cathy DeWitt Dunn, the […]
Why is the stock market so high?
The stock market has been riding high as of late, but now may not be the best time to celebrate. There are numerous factors contributing to the stock market highs, […]
As the World Turns: Investment Advice for Women at Every Stage of Life
Women lead enriched and diverse lifestyles these days, and funding those lifestyles can be challenging. Various options are offered to defer earnings and build wealth to see a woman through […]
Job Costs and How to Deal with Them
Cathy DeWitt Dunn joins Eye Opener TV’s hosts Laila Muhammad and Oliver Tull to discuss job costs and some possible ways to save money on those costs. Job Costs Interview […]
Understanding Variable Annuities
A variable annuity is a contract between you and an insurance company. You purchase a variable annuity by making either a single or series of purchase payments after which the […]
Budgeting for Christmas Starts in the Summer
In this EyeOpenerTV.com interview, Neeha Curtis and Cathy DeWitt Dunn discuss budgeting for Christmas without breaking the bank. Budgeting for Christmas Interview Transcript Neeha Curtis: Summer days are filled with […]
Saving for Summer – KDAF Channel 33
Summer is here! However, along with the summer fun comes a lot of added expenditures. KDFA Channel 33’s Neeha Curtis and Cathy DeWitt Dunn discuss how to save money this […]
Allowance for Kids – KDFW Interview
KDFW Fox 4’s Jenny Anchondo and Cathy DeWitt Dunn discuss allowance for kids – how to decide how much they should get, if anything, and how often they should get […]
Is the Pink Tax biting into your budget?
Who knew that simple pink packaging could have such a negative impact on a shopper’s bottom line? Watch as Cathy pulls back the curtain on the pink tax and shows […]
DeWitt & Dunn Unveils THE ETERNAL NOW
DeWitt & Dunn, a Dallas-Fort Worth Leader in Retirement Income Planning Solutions, Unveils THE ETERNAL NOW DeWitt & Dunn, a Dallas/Fort Worth-based financial services company, hosted an open house on […]
Wedding Debt – Don’t Start Off in the Red
Did you know that the average wedding costs more than $31,000? According to Market Watch, one third of couples go into debt for their wedding day, and are having ‘red […]
Nationwide New Heights® Fixed Index Annuity
Introducing Nationwide New Heights® fixed indexed annuity featuring the J.P. Morgan MOZAIC℠ Index – an innovative new annuity product that delivers growth potential in a variety of market environments. One […]
Richard Kado on The Financial Hour with DeWitt & Dunn Financial Services Part 2
Richard Kado joins Cathy in this exciting episode of The Financial Hour with DeWitt & Dunn Financial Services. Richard is the President of Genesis Financial and has been a major […]
Richard Kado Talks Annuities on The Financial Hour with DeWitt & Dunn Financial Services
Richard Kado, President of Genesis Financial Development Corporation, joins Cathy on The Financial Hour with DeWitt & Dunn Financial Services. Richard and Genesis were instrumental in the development of the […]
Recession Survival Guide – 7 Tips to Prepare
Despite the recent health of the economy, behind every blue sky is the potential for clouds. The economy swings in roundabouts, and what goes up must eventually come down. 2008’s […]
2016 Financial Questions Answered
Fox 4 News anchor, Jenny Anchondo interviews financial expert, Cathy DeWitt Dunn to help Fox viewers get their finances ready for 2016. Viewers were given the opportunity to have their […]
The Art of Negotiation
Cathy DeWitt Dunn discusses “The Art of Negotiation” with KDFW Fox 4’s Jenny Anchondo. The Art of Negotiation Interview Transcript: Jenny Anchondo: Many of us negotiate when we buy a […]
Richard Kado Interview, the Man Behind the Modern Fixed Index Annuity
CATHY DEWITT DUNN, RADIO PERSONALITY AND RETIREMENT EXPERT, INTERVIEWS THE STRATEGIC LEGEND BEHIND THE MODERN DAY FIXED INDEX ANNUITY “The Financial Hour with DeWitt & Dunn Financial Services” and “Women, […]
Is the 4% Rule for Retirement Still Valid?
Conventional wisdom says it’s safe to rely on income from your brokerage account during retirement. In fact, many Advisors will tell you that you can withdraw 4% per year and […]
Stock Market Sell-Off Turns Ugly
This past week the Dow saw its largest two-day drop since 2008, plunging 531 points as the sell-off turned ugly. Today the chaos continues with the Dow plummeting over 1000 […]
Money Stress – Fox 4 News Interview
The number one cause of stress for Americans is finances and the money stress may be affecting your health. Financial professional, Cathy DeWitt Dunn, appears on Fox 4 KDFW to […]
Private Placement Investment Opportunities
Private Placement Investing: A Cool Drink in the Low-Yield Desert Conventional wisdom constantly beseeches investors to balance and diversify. That same wisdom advises portfolios loaded up with stocks and bonds […]
Dan Slater FSA MAAA (Actuary) on Safe Money Talk Radio
Dan Slater is an actuary and income adviser and joins Cathy from time to time on the show to share his experience with annuities and discuss some of the ways […]
Football and Finances
Solid financial advice doesn’t necessarily have to come from a financial guru, but sometimes comes in ways you least expect it. Tom Landry and other football giants share their wisdom […]
Holiday Financial Planning Tips
December Financial Planning Tip: Look to the future! The month of December is a good time to take a look at your financial progress over the last year and start […]
Financial Planning Tips for the Holidays
November Financial Planning Tip: Get on the same page! It is so important for adult children and their parents to be on the same page financially. The Thanksgiving holiday may seem […]
Dow Tumbles 4% Over 3 Days – Stormy Weather Ahead
You wouldn’t wait to insure your house until after a storm, right? Well, it looks like we’re in for ANOTHER big stock market storm and it’s time to protect your […]
Want to retire happy?
Whether retirement is a couple years or a couple decades away, most people worry about one thing- will I have enough money to last until I die? But a happy […]
Annuity News This Week
Latest Annuity News Fixed Annuity Transactions Soar in First Half of 2014 – InsuranceNewsNet.com Stock Market News The Goldman Tapes And Why The Delusion Of Macro-Prudential Regulation Means The Next […]
What is the American Dream today?
Throughout the years, the American Dream was said to be that “if you are willing to work hard, you can be successful and build a good life for you and […]
2014 Monthly Financial Planning Tips October
October Financial Planning Tip: Create a holiday shopping budget Click here for my Holiday Shopping Budget Worksheet. Setting a budget will help you avoid using credit cards for your gifts, which […]
2014 Financial Planning Tips September
September Financial Planning Tip: Get Organized! Keeping all of your financial paperwork in one place can help you stay on track with your financial goals. If possible, move your documents […]
This Week in Annuity News
Latest Annuity News Younger Adults Buy Fixed Annuities, Too – InsuranceNewsNet.com Stock Market News Is a Devastating Stock Market Crash on the Way? – TheBlaze.com Spectre of 1929 crash looms […]
This Week in Annuity News ~ Ending Aug. 2, 2014
Latest Annuity News QLACs Beat the Longevity Conundrum. And the IRS – AnnuityWatchUSA.com EXCLUSIVE Dividing retirement plan assets in a divorce – MarketWatch.com Deferred Income Annuities: More Than Just Longevity […]
This Week in Annuity News ~ Ending July 26, 2014
Latest Annuity News Should You Add Longevity Protection to Your Retirement Plan? – News.MorningStar.com DCIIA says more work needed on longevity annuities – BenefitsPro.com This annuity has you covered if […]
This Week in Annuity News ~ Ending July 19, 2014
Latest Annuity News The Internet Traffic Hits Keep Coming to Annuity Database – InsuranceNewsNet.com Stock Market News In Bizarro Market, stocks rise along with pessimism – MarketWatch.com There’s a big […]
Financial Planning Tips for 2014 ~ July
Check your credit reports One in five people have errors on their credit reports. I advise my clients to check their credit reports once a year and dispute any errors […]
This Week in Annuity News ~ Ending July 12, 2014
Latest Annuity News Good Reasons to Buy a Deferred Income Annuity – Kiplinger.com Internal Revenue Service (IRS) Allows Longevity Annuities in Retirement Plans – The National Law Review New Rules […]
This Week in Annuity News ~ Ending July 5, 2014
Latest Annuity News Longevity Insurance Joins the Menu of Retirement Plan Options – New York Times IRA participants can purchase longevity annuities – Journal of Accountancy Longevity Annuity Contracts – […]
Assume Crash Position: the Impending Stock Market Collapse
Irrational exuberance. This is the term former Federal Reserve Board Chairman Alan Greenspan used to describe the stock market on December 5, 1996. It was a period when investors had […]
Financial Planning Tips for 2014 – June
Protect Yourself! With severe weather season approaching, now is the time to make sure you have the insurance policies that you really need. Look at your homeowners, renters and auto […]
Is a Stock Market Correction Coming Soon?
Is a big stock market correction coming? Notice any patterns? The stock market has recently reached an all-time high, and many people are looking at their brokerage accounts and celebrating. […]
Millennials’ Aversion to the Stock Market Makes Perfect Sense
There’s Nothing Irrational About Millennial Aversion To Stock Market Risk Millennials are keeping their distance from the stock market, and according to writer John Aziz at The Week, that makes them […]
Spring Cleaning Your Finances ~ Fox 4 News
Our own Cathy DeWitt Dunn appears on Fox 4 News in Dallas to discuss “Spring Cleaning Your Finances” with Jenny Anchondo. Just like you would with your home, it is […]
Financial Planning Tips for 2014 – May
Time for a financial spring cleaning Take a good look at your assets – is there money in an old account that should be moved? Do you have money in […]
Stock Market at Risk; New Indicators Reveal a Sputtering Economy
Anemic growth barely hovering above zero in the first quarter of 2014 exposed the depths of a lingering and persistently weak U.S. economy. Gross Domestic Product edged up by a […]
Support Our Troops Adopt a Room Fundraiser
I am honored to help Operation FINALLY HOME, a non-profit organization, build a mortgage-free home for my friend, war hero Sgt. Stephen Jackel, and his family. The Jackels are a […]
Where have the stock market bulls run to?
Bulls on Main Street go into hibernation Bulls are a fast-disappearing species on Main Street. Spooked by the big sell-off two weeks ago in high-octane momentum stocks, the percentage of […]
Financial Planning Tips for 2014 – April
Save, Save, Save April is a great month to work on your savings. Start by putting away as much of your tax return as possible. The goal is to put […]
Is Obama’s myRA the cure for Ailing Retirement Savings Rates?
With the familiar stroke of a pen, President Obama directed the Treasury Department to establish new retirement savings accounts aimed at workers with limited access to traditional retirement accounts. The […]
Financial Planning Tips for 2014 – March
Work your way out of debt The average American household has more than $15,000 dollars in credit card debt. Focus on paying your bills on time, prioritizing your payments, and […]
Fixed Index Annuities can be a Perfect Fit for Women
There’s no question that finance is traditionally a male-dominated industry. Though the number of female financial professionals has increased dramatically over the last several years, there is a lingering sense […]
Financial Planning Tips for 2014 – February
Create a Monthly Budget Every family should have a budget to make sure they stay on track. Include all your expenses – fixed and variable.
Financial Planning Tips for 2014 – January
Put your debt on a diet The first step can be the hardest. Take one or two items where you can cut back to save some cash. Examples: Bring your […]
ACA (ObamaCare) could spell trouble for housing market
The Affordable Care Act, aka ObamaCare, has certainly been off to a rocky start––from a barely functioning website to premium sticker shock, from data security risks to dropped insurance coverage. […]
Tips on Keeping Financial-Related New Year’s Resolutions
More than 40% of Americans make at least one New Year’s resolution. But only 8% of us will keep it. Here’s a month-by-month game plan from financial professional Cathy DeWitt […]
Student Loan Debt & Long-Term Impact [Video]
Student Loans – Dallas Fox 4 News’ Becky Oliver Investigation Fox 4 News in Dallas takes an in-depth look at the long-term impact of student loan debt. Annuity Watch USA […]
Affordable Care Act – How to protect yourself from scammers
Professional scammers are always looking for new ways to take advantage of everyday people. As with anything that involves sensitive information…and money…the Affordable Care Act presents a prime opportunity to […]
The key to a long, happy marriage may be matching credit scores
The key to a long, happy marriage may be matching credit scores! Believe it or not, a new study looked at millions of couples over the last 13 years, and […]
What happens during a government shutdown?
We’re getting that question a lot today, so we’ve decided to post some resources that explain what happens during a government shutdown. One thing you need to keep in mind […]
How much does it cost to raise a kid?
Do you know how much it costs to raise a kid? You’ll be shocked when you find out. Financial expert, Cathy DeWitt Dunn, appears on WFAA Channel 8 News in […]
Financial tips for expecting moms and dads (and grandparents!)
You’re probably well aware that raising a kid comes with a hefty price tag. But did you know that price tag is a whopping $300,000 for each and every child? […]
Interest Rates Rise Bond Values Drop
With the Fed putting the brakes on its economic stimulus package, interest rates are on the rise. If you have bonds in your investment portfolio, you are probably experiencing “the […]
Tips to Gaining Financial Independence
AnnuityWatchUSA.com’s Cathy DeWitt Dunn explains multiple tips to gaining financial independence on CBS Channel 11 News July 4th, 2013.
A Checklist for Planning for Natural Disasters
We’ve certainly seen our share of tragedy across the United States in recent months. The horrific explosion in West, Texas, the deadly tornado in Moore, Oklahoma, and devastating fires in […]
Fees, Fees, Everywhere a Fee – How much does your brokerage account really cost?
How Much is Your Wall Street Brokerage Account Costing You? Calculating the Real Cost of Fees When it comes to investing, you cannot control stock market ups and downs, and […]
The Stock Market Roller Coaster
Do you remember those roller coaster rides when you were a kid? I sure do. I could hardly sleep the night before because of the anticipation. When we finally made […]
Seniors living longer – will your retirement savings last? [Video]
According to the Pew Research Center, 10,000 Baby Boomers will reach the retirement age of 65 every day until 2030. However, seniors are living longer lives than when the retirement age […]
Debit card or credit card? WFAA Channel 8 News [Video]
WFAA Channel 8 News reports on the Atmos Energy billing errors for thousands of north Texas customers. WFAA calls on AnnuityWatchUSA.com’s Cathy DeWitt Dunn to answer the question, debit card […]
Is Obama a retirement expert too?
According to recent reports, the proposed budget by the Obama administration contains plans to limit the size of your IRAs. Apparently, President Obama believes he knows better than you do […]
Is a big stock market correction coming? Notice any patterns?
The stock market has recently reached an all-time high, and many people are looking at their brokerage accounts and celebrating. However, I wouldn’t pop the corks on those champagne bottles […]
Don’t Miss the “MYTHBUSTERS: Annuity Edition” Workshop in DFW May 7 & 9
In these uncertain economic times, I am here to keep you up to date with the latest and best information on retirement income planning. Technology enables us to reach a […]
During Strong Market Performance, Transition Boomers Still Crave Guarantees
New Allianz Life Survey Finds Boomers Ages 55-65 Prefer Protection over Returns, but only One Quarter Currently Own Annuities MINNEAPOLIS–(Business Wire)–Despite the market’s recent strength, Transition Boomers, those ages 55 […]
Gold Price Tanks – Biggest 2-Day Loss in 30 Years
Gold lost 13% of its value in its biggest 2-day loss in 30 years, closing at $1,361 on April 15th. Gold has not closed under $1,400 since March of 2011. […]
Obama Budget Caps IRAs at $3 Million
It is being reported by The Hill, U.S. News, Bloomberg and other reputable news sources that President Obama’s soon to be released budget proposes a $3 million “limit” to the […]
Financial Advisor David Hollander on NBC Bay Area Discussing Power Ball
Financial Advisor & Retirement Income Planning Expert, David Hollander on NBC Bay Area discussing Power Ball and what to do if you win. Although the odds are not in your […]
Cathy on KDFW Fox 4 Good Day Dallas
On Cathy’s recent appearance on KDFW Fox 4’s Good Day show, the topic was taxes. Although tax time is something we all dread, there are many new laws and info […]
AnnuityWatchUSA.com welcomes registered investment advisor David Hollander
DeWitt & Dunn, LLC strengthens retirement income planning foothold in Northern California DALLAS, TX – March 22, 2013 – DeWitt & Dunn, LLC, a financial services company serving consumers nationwide, […]
Wall Street Vs Main Street [Video]
In this video, Safe Money Talk Radio and AnnuityWatchUSA.com’s Matt Redding explains Wall Street versus Main Street as it pertains to the stock market versus fixed index annuities. Matt talks […]
Stock Market Reaches All-time High, but Now Is Not the Time to Celebrate
The stock market all time high has many looking at their 401Ks and celebrating their exceptionally good fortune. However, I wouldn’t pop the corks on those champagne bottles just yet. […]
See Cathy on KDFW Fox 4 Good Day Dallas
With the markets going gangbusters and tax day just around the corner, local networks are reaching out to help their viewers make sense of it all. Annuity Watch USA’s own […]
Say Goodbye to the 4% Rule
Conventional wisdom says it’s safe to rely on income drawn from your brokerage account during retirement. Most Advisors will tell you that you can safely withdraw 4% per year and […]
The Feds, your 401k retirement savings & total financial collapse
Our recent article, “Is the Federal Government Eying your 401k,” raised awareness—and a few eyebrows––across the blogosphere, social media, and more. As we suspected, it also raised a lot of […]
Cathy on CBS News-Dallas discussing student loans, money, and marriage
AnnuityWatchUSA.com’s Cathy DeWitt Dunn on DFW’s Channel 11 CBS Evening News discussing student loans, money, and marriage.
Is the Federal Government Eyeing Your 401K?
The question as to whether or not the United States Federal Government is looking into taking over private 401K assets has been asked many a time over the last few […]
How Life Insurance may help you escape the Death Tax
An inside look at a wealth-transfer strategy your financial advisor may not know exists A tired old cliché says the two things you can’t avoid in life are death and […]
Lifetime Income Plan Explained [VIDEO]
Are you looking for guaranteed lifetime income? Are you worried about stock market losses? Safe Money Talk Radio’s Cathy DeWitt Dunn explains how you can turn your savings into an […]
QDRO – Dividing up Retirement Accounts at Divorce
Divorce can have dire consequences for women and their retirements if proper care is not taken. During years of marriage, many women have focused on raising a family…instead of focusing […]
Qualified Domestic Relations Order | QDRO
Retirement and divorce – get to know QDRO It is heart wrenching to be a spectator of a divorce. Many of us have witnessed one or more of our friends […]
Protect Your Retirement Assets from the Fiscal Cliff with Tax Deferred Annuities
Everywhere we turn we hear the warnings of the coming fiscal cliff. It’s the top story in the news. The financial world is on fire. Wall Street is holding its […]
The Fiscal Cliff is Coming – Are You Protected?
I’m sure by now that you’ve all heard about the coming fiscal cliff. More than likely, you’re getting tired of hearing about the dreaded “fiscal cliff” and all the doomsday […]
DeWitt and Dunn Now on Angie’s List and Yelp!
We are excited about our new listings on two prestigious review websites – Angie’s List and Yelp. We invite you to share something about your experience with us! Here is […]
Market Volatility, Interest Rates, and the 2012 Presidential Election
In this week’s edition of Safe Money Talk Radio, Cathy delves into the change in demographics from the 1980’s to now…and how upcoming events can put today’s baby boomers at […]
Uncle Sam Weighs in on Lifetime Income
According to the Government Accountability Office (GAO), a husband and wife both aged 65 have approximately a 47% chance that at least one of them will live to his or […]
Social Security, Lifetime Income, and True Safety
For many Baby Boomers looking towards retirement, Social Security is top of mind. Is it better to starting taking it as soon as possible? Or is it better to delay? […]
Financial Options Unlocked at 59 ½
If you are over 59 ½ or are approaching this milestone, let Cathy and Matt show you how a fixed index annuity can help you be prepared for your retirement […]
The Baby Boomer Generation’s Greatest Risk – Longevity
In this edition of the Safe Money Talk Radio podcast, Cathy and Matt talk about the greatest fear faced by today’s Baby Boomer generation –– longevity risk. For many, it’s […]