At What Age Does RMD Stop?
The past few years have been shaky in the retirement savings landscape, but lawmakers have taken great strides to aid seniors in saving a greater amount for retirement and holding […]
The past few years have been shaky in the retirement savings landscape, but lawmakers have taken great strides to aid seniors in saving a greater amount for retirement and holding […]
Social Security recipients are in for a raise with COLA adjustments in 2023. Inflation is an issue that typically works against U.S. consumers, as it raises the cost of buying […]
In the face of uncertainty, economic downturn, and market volatility, having a low-risk vehicle for your savings can be a great option. Now more than ever is a great time […]
By Cathy DeWitt Dunn One of the ways to create a predictable income stream during retirement is by funding an annuity. (Learn more about what an annuity is here.) When […]
By Cathy DeWitt Dunn Are you preparing for retirement or already in retirement? It is important that you understand all your options and how you can receive guaranteed lifetime income […]
The Coronavirus has caused the stock market to plummet, shut down many businesses and prompted many Americans to file for unemployment. The increase in jobless claims and market volatility has many […]
What an exciting time! But, what does this mean for your retirement?
Teachers, are you planning to move your 403b retirement money? Learn about your options for investing.
Your retirement should not dependent on Social Security income. Learn why by reading this article.
Roger Ibbotson’s is an expert in finances, and we got to meet with him! Learn more about his accolades.
We traveled to D.C. to see some of the history of our country! Check out our trip.
Is your bank account prepared for holiday spending? Plan for holiday shopping with these 5 budget tips.
Protect your retirement portfolio from crashing in a bear market with these 3 tips.
Do you plan on using federal aid to help pay for your college costs? Read up on factors to consider.
Do you know how to fill the gaps in your investment portfolio? Read more to find out how.
President Trump’s tax reform, the Tax Cuts and Jobs Act (TCJA) recently passed. Here’s how it could affect your retirement.
Here are five tax refund tips to consider to help you save the most on taxes.
In this series, Cathy DeWitt Dunn will cover Fixed Index Annuities, crediting methods, payout rates and more.
Don’t let your investing choices be controlled by FOMO. Learn more about how to avoid these investing mistakes.
Make the most of your next tax return with this advice from Cathy DeWitt Dunn.
Be aware of who you are donating to with your Hurricane Harvey donations!
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.
Americans’ debt level has hit a new record high. Here’s what you need to know.
By Cathy DeWitt Dunn Join financial professional Cathy DeWitt Dunn and KDAF’s Laila Muhammad as they discuss checking account alternatives in this television interview.
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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, […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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: […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 – […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn Latest Annuity News Longevity Insurance Joins the Menu of Retirement Plan Options – New York Times IRA participants can purchase longevity annuities – Journal of Accountancy […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy Dewitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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. […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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, […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn Create a Monthly Budget Every family should have a budget to make sure they stay on track. Include all your expenses – fixed and variable. See […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn AnnuityWatchUSA.com’s Cathy DeWitt Dunn explains multiple tips to gaining financial independence on CBS Channel 11 News July 4th, 2013.
By Cathy DeWitt Dunn 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, […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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. […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
DeWitt & Dunn, LLC strengthens retirement income planning foothold in Northern California By Cathy DeWitt Dunn DALLAS, TX – March 22, 2013 – DeWitt & Dunn, LLC, a financial services […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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. […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn AnnuityWatchUSA.com’s Cathy DeWitt Dunn on DFW’s Channel 11 CBS Evening News discussing student loans, money, and marriage. Take the Couples Quiz
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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” […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn 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 […]
By Cathy DeWitt Dunn In this edition of DeWitt & Dunn Financial Radio, Cathy and Matt talk about the greatest fear faced by today’s Baby Boomer generation –– longevity risk. […]