In the final years of preparing for retirement, there is much to consider beyond diving into the bucket list you’ve been waiting on. You must ensure you have all your […]

Planning for retirement goes beyond merely saving money or planning your next holiday destination. It involves a comprehensive approach that takes into account various elements like healthcare, lifestyle, and taxes. […]

Annuities offer a compelling option that can provide a reliable and steady stream of guaranteed income over a specific period or for a lifetime. A key factor that draw many […]

When you switch jobs or are getting ready to retire, there is a long list of critical decisions you will need to make; one being what to do with your […]

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 […]

You may see buying LTC now as an added expense that you just don’t need. But, after reading this article, you’ll think twice.

Less time to save for retirement requires better planning. Let us help you plan for your future.

Know the answers to the 5 most important 401k Rollover questions to protect your retirement savings.

Do you know the two ways to handle a 401k rollover to an IRA? Read on about what your options are.

Your retirement should not dependent on Social Security income. Learn why by reading this article.

Are you prepared to cover the expenses of any long-term care options? Here are your options.

Don’t be sidelined by unexpected expenses and life events. Learn about how to win the retirement game:

Preparations today can make a world of difference tomorrow. Make sure you are ready for retirement by reading this article.

By Cathy DeWitt Dunn 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 […]

By Cathy DeWitt Dunn As we continue our series on retirement annuities, we will now explore another crediting method which is called monthly point to point, also known as monthly […]

By Cathy DeWitt Dunn Last week Feedspot announced their Top 100 Retirement Blogs List winners, and Annuity Watch USA made the list! Annuity Watch USA placed number 65 on the […]

By Cathy DeWitt Dunn When planning for retirement, there are ages, or birthdays, that matter more than others and can make or break your portfolio. This is because of IRS […]

By Cathy DeWitt Dunn It doesn’t matter how much money you’re making right now if you don’t put any of it away for retirement. Average retirement savings show that most […]

By Cathy DeWitt Dunn Planning a happy retirement can be a daunting and scary task. How do you plan your finances after you decided not to continue working? How can […]

By Cathy DeWitt Dunn September is Life Insurance Awareness Month, so now is a great time to determine if you need life insurance, how much you need, and what type […]

By Cathy DeWitt Dunn Everyone is unique and so are retirement plans. A good retirement plan is fashioned specifically for an individual or family, so to cover all the options […]

By Cathy DeWitt Dunn Americans 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 […]

By Cathy DeWitt Dunn As healthcare costs continue to soar, retirees are digging deeper and deeper into their savings to try to pay for healthcare and long term care costs. […]

By Cathy DeWitt Dunn There’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 […]

By Cathy DeWitt Dunn Retirement planning is a tricky thing. With so many moving pieces and parts, there’s no one solution that works for everyone. As such, many American adults […]

By Cathy DeWitt Dunn In 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. […]

By Cathy DeWitt Dunn Retirement age is a hot topic in the United States, especially as the Baby Boomer generation continues to transition out of the workforce. Although great in […]

By Cathy DeWitt Dunn Retirement planning, while necessary, can be extremely overwhelming. With so many moving pieces and parts that make up the core of your strategy, staying on track […]

By Cathy DeWitt Dunn Despite the initial interest in joining the workforce that comes with a new college degree and what seems like endless possibility, it all has to come […]

By Cathy DeWitt Dunn Whether 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 […]

By Cathy DeWitt Dunn Preparing for retirement can be confusing, overwhelming, and stressful. After all, there’s no way of knowing what the future may bring, and the planning process with […]

By Cathy DeWitt Dunn From company profit shares to 401(k) matching, annuity purchases to IRAs for tax benefits, the prompting to think about retirement is virtually ongoing until the day […]

By Cathy DeWitt Dunn Retirement accounts come in many forms and offer numerous benefits, ranging from tax breaks to tax-free growth throughout the formative years of your career. Individual Retirement […]

By Cathy DeWitt Dunn For anyone who is preparing for retirement, maybe you’re not sure where to begin, or you made a budget a few years ago and haven’t followed […]

By Cathy DeWitt Dunn Planning for the future, and most notably retirement, can be an incredibly stressful and difficult journey. With no way to anticipate what the future will bring, […]

By Cathy DeWitt Dunn Retirement planning is evolving and not what it was just 20 short years ago. Retirement income sources that were once viewed as rock-solid, such as social […]

By Cathy DeWitt Dunn Understanding retirement income plans requires a basic education on the common sources for retirement income. Typical retirement income sources include: Pensions, Annuities, IRAs, Social Security, and […]

By Cathy DeWitt Dunn With so many different retirement income plans on the market, trying to choose which one is going to be best for you can be overwhelming, to […]

By Cathy DeWitt Dunn If you are like most people, you probably have a substantial part of the money you are going to rely on in retirement at risk in […]

By Cathy DeWitt Dunn Working with annuity experts –– like us here at Annuity Watch USA –– can make a huge difference when it comes to how much income you’ll […]

By Cathy DeWitt Dunn While some financial advisors may tell you that you’ll probably be spending less money in retirement than what you’re spending now, we don’t believe it. We […]

By Cathy DeWitt Dunn The Fed says not to worry about inflation but … The Fed doesn’t live on fixed income With the market booming…then dropping mid-April 2013…there has been […]

By Cathy DeWitt Dunn Working with annuity experts –– like us here at Annuity Watch USA –– can make a huge difference when it comes to how much monthly income […]

By Cathy DeWitt Dunn Join Cathy DeWitt Dunn every Sunday for DeWitt & Dunn Financial Services. With over fifteen years experience, Cathy is the retirement planning and annuity expert. She […]

By Cathy DeWitt Dunn Imagine if you never got a raise from age 30 to 65.  That’s 35 years –– just about how long most people will enjoy their retirement […]

By Cathy DeWitt Dunn Cathy and Matt discuss the seven biggest retirement fears faced by seniors today…and how a fixed index annuity may be able to help you sleep better […]

By Cathy DeWitt Dunn For women, money and power go way beyond earning a living and having the means to buy things. It’s about taking control of one’s life and […]

By Cathy DeWitt Dunn As one of the top financial retirement income planning companies in the nation, DeWitt & Dunn Financial Services and Annuity Watch USA specialize in empowering investors […]