2024-02-23 03:11
In today’s economic climate, high-interest rates have transformed the annuity landscape, presenting a unique opportunity for annuity owners. Particularly for those who purchased their… Read More
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Retirement planning & annuity related articles, blogs, videos & podcasts by Safe Money Talk Radio host Cathy DeWitt Dunn at Annuity Watch USA.
2024-01-04 02:14
As we step into the new year, it’s crucial to stay informed about the latest financial changes that can impact financial planning. One of the most significant announcements for 2024 is… Read More
2023-11-17 22:07
When it comes to safeguarding your family’s financial future, understanding the different types of life insurance is crucial. Life insurance isn’t just a policy; it’s a cor… Read More
2023-11-10 21:36
When looking to further secure your financial future and planning for retirement, it’s crucial to understand the various options available. One such option is a Fixed Annuity. Today, w… Read More
2023-10-15 21:04
When facing the life-changing decision of divorce, there are countless emotional and logistical hurdles to navigate. Many people tend to overlook financial planning, a critical area. Working… Read More
2023-08-10 01:57
If you’re part of the millions of Americans considering buying an annuity, it can be overwhelming to navigate through all the information available. Dewitt & Dunn is here to help y… Read More
2023-07-27 17:37
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 healthca… Read More
2023-06-20 21:55
Annuities are a popular source of income in retirement for many Americans. Annuities are a tool that provide the holder with a guaranteed stream of income over a specific period or a lifetim… Read More
2023-05-21 20:49
An annuity is an investment option that can provide a steady stream of guaranteed income for an individual (or spouse) for a certain period or the rest of their life. What draws many investo… Read More
2023-04-21 19:46
As tax season comes to an end, many people anticipate receiving a tax refund. While it might be tempting to use the money on a shopping spree or vacation, using it to improve your finances w… Read More
2023-04-11 19:28
Whether your retirement is two or 20 years out, planning financially is a responsibility all of us must undertake to ensure that we will continue to live comfortably after we retire. One of… Read More
2023-02-21 19:07
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 401 k. To ensure you fully understand yo… Read More
2023-02-04 18:43
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 on to thei… Read More
2023-01-13 03:51
Social Security recipients are in for a raise in 2023.
Inflation is an issue that typically works against U.S. consumers, as it raises the cost of buying most goods and services.
Yet o… Read More
2022-11-09 15:03
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 to reassess your po… Read More
2022-03-18 19:07
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 you own an annuity… Read More
2020-05-22 14:38
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 that you will not outlive… Read More
2020-05-05 23:53
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 volatil… Read More
2020-01-28 22:39
The SECURE Act, or the Setting Every Community Up for Retirement Enhancement Act, was a recent bipartisan bill that was written into law December 20, 2019. The goal of this act was to make s… Read More
2019-12-05 21:14
By Cathy DeWitt Dunn
Unfortunately, there is no hard and fast rule to use when choosing between some of the best annuity companies. But there are several factors that you may want to take i… Read More
2019-12-02 20:00
By Cathy DeWitt Dunn
Relying on a 401(k) as a main source of retirement income is sort of like buying a Smart Car to pull your boat. When planning for retirement, success depends on choosi… Read More
2019-11-26 23:14
By Cathy DeWitt Dunn
Since August 22, 2018, the current bull market has been the longest-running in U.S. history. Furthermore, the Dow Jones Industrial Average’s highest clos… Read More
2019-11-26 19:36
By Cathy DeWitt Dunn
What is a Fixed Index Annuity?
A fixed index annuity (FIA) is a contract between you and an insurance company. This will help you achieve your long-term retirement goals… Read More
2019-11-26 13:39
By Cathy DeWitt Dunn
Fixed, fixed index, variable, immediate, deferred—with so many different types of annuities, it’s understandable that many people have questions to ask abo… Read More
2019-11-07 21:39
With their consistent and reliable income payments, fixed index annuities are usually associated with creating a retirement income stream. But for non-retirees, fixed index annuities (FIAs)… Read More
2019-09-04 17:33
For decades, the 4% Withdrawal Rule (also known as The 4% Rule) has been the cardinal law for retirees looking to manage their income in retirement. In short, the rule states that a person w… Read More
2019-08-21 00:50
Growth and income annuities can help you prepare for the retirement lifestyle that you really want. Some financial advisors may tell you that you will spend less money in retirement than wha… Read More
2019-08-18 16:16
Hitting that century mark or even living well into our nineties is hard for some of us to fathom––so much so, that a lot of us are guilty of just ignoring the “what ifs&rdq&hell…Read More
2019-08-14 08:30
A look at the history of fixed index annuities as retirement income vehicles provides some key insights to how they have evolved to answer the income, growth, and legacy planning needs of mi… Read More
2019-08-10 18:57
As you explore your retirement options, you’ll likely encounter more than a few investment strategies. Comparing different types of annuities such as variable or fixed index is part of… Read More
2019-08-08 17:41
Retiring early, before social security and Medicare benefits are available, requires that a significant portion of your pre-retirement income be maintained by some means that is likely to co… Read More
2019-08-08 13:01
Bull markets typically last 4, maybe 5 years. The current up-trending market has been with us for an astounding decade. Few predicted such a long run, and it’s been wonderful. But ther… Read More
2019-08-06 15:05
If you are one of millions of Americans who are choosing an annuity to buy, don’t feel overwhelmed. There are thousands of websites you could visit to help sort things out…but y… Read More
2019-07-18 16:00
Rolling over your retirement savings into an annuity can be a great way to support yourself and fund your retirement. Learn more about deferred annuities, annuity advantages, and whether or… Read More
2019-07-18 12:38
Rolling over your retirement savings into an annuity can be a great way to support yourself and fund your retirement. Learn more about deferred annuities, annuity advantages, and whether… Read More
2019-07-16 06:07
Learn the answers to the 5 most important 401k Rollover questions to protect your retirement savings.
What is a 401k rollover?
How does it help me?
When should I rollover my 401k or pension… Read More
2019-07-09 15:31
There are two ways to handle a 401k rollover to an IRA. We will cover both options, the most common reason to transfer your money into an IRA and what will happen if you simply cash out your… Read More
2019-06-06 17:42
As a teacher, you may be contributing to your school district’s 403b retirement plan, which is a great way to save for your retirement. But, you may have noticed over the past few year… Read More
2019-05-15 19:57
The Social Security Administration has announced that the future of Social Security is in jeopardy and unknown. Whatever the future holds, we do know that it will affect your retirement and… Read More
2019-04-26 16:26
Cathy DeWitt Dunn and Roger Ibbotson at the NYSE.
A white paper by Roger Ibbotson was mentioned on the DeWitt & Dunn Financial Services radio show the weekend of April 27th. Learn mor… Read More
2019-04-26 16:13
With the
volatility we’re experiencing in the market today from increasing interest
rates to political unrest, retiring with confidence is becoming harder to do.
With all the highs and… Read More
2019-04-17 19:20
Take a look at some of the photos taken during my recent trip to Washington D.C.
The post My Recent Trip to Washington D.C. appeared first on Retirement Planning Based in Dallas - Annuity… Read More
2018-11-01 21:29
The holidays are just around the corner. Is your bank account prepared for holiday spending? Americans racked up an average of $1,054 in debt over the 2017 holiday season, according to Magni… Read More
2018-10-29 17:41
Life changes happen. Is your portfolio still working in your favor? If you are facing a job change or planning for retirement, it might be time to consider a 401K rollover. But how do you kn… Read More
2018-09-03 20:48
You’ve probably heard the terms “bull market” and “bear market.” What do these terms mean and how do they affect you and your retirement savings?
When share pri… Read More
2018-09-03 20:48
You’ve probably heard the terms “bull market” and “bear market.” What do these terms mean and how do they affect you and your retirement savings?
When share pri… Read More
2018-07-06 21:23
Steve Ringo, a financial expert with DeWitt & Dunn, appeared on NBC 5 news with Samantha Chatman to discuss the impact of rising interest rates on the overall cost of financial aid that… Read More
2018-06-28 16:29
Planning for long-term care may not be the most exciting aspect of your retirement portfolio, but it is perhaps one of the most necessary steps to take in protecting your financial future. S… Read More
2018-06-14 15:53
The risk of running out of retirement income is the No. 1 cause of investment stress for investors and pre-retirees. Filling income gaps in your investment portfolio with fixed index annuit… Read More
2018-04-19 19:11
President Trump’s tax reform, the Tax Cuts and Jobs Act (TCJA) passed last December and that has left a lot of Americans with questions about how the new law will affect their taxes fo… Read More
2018-04-09 19:47
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The post test popup appeared first on Retirement Planning Based in Dallas - AnnuityWatchUSA Read More
2018-03-26 16:43
Tax reform went into effect in January, and that’s left people with Read More
2018-03-02 07:06
The Four Types of Annuities
This video, the first in the educational series “Securing Your Retirement”, answers the question: “What is an Annuity” and explains… Read More
2018-01-09 20:58
FOMO. The fear of missing out. The compulsion to keep up with Read More
2017-12-27 20:54
With 2017 winding down to a close, it’s time to consider what Read More
2017-11-28 22:41
What Does an Insurance Company Rating Really Mean? Before making a significant Read More
2017-11-20 22:03
Football season has arrived again and millions of fans are building their Read More
2017-10-03 09:30
Retirement is a goal for virtually every American worker. For many, however Read More
2017-09-28 15:25
As you explore your retirement options, you’ll likely encounter more than a Read More
2017-09-06 16:03
Be aware of who you are donating to with your Hurricane Harvey Read More
2017-08-25 17:02
When it comes to money management, college students tend to make a Read More
2017-08-18 15:27
If you are cringing every time you open your bills every single Read More
2017-08-07 16:15
A question we hear quite often is, “What is a fixed index Read More
2017-07-31 15:46
Join financial professional Cathy DeWitt Dunn and KDAF’s Laila Muhammad as they Read More
2017-07-19 21:56
Annuity Watch USA’s Cathy DeWitt Dunn discusses “Christmas in July” with KDFW Read More
2017-07-07 22:09
When considering buying an annuity, one thing you’ll certainly want to keep Read More
2017-06-16 14:02
Do you have a retirement planning checklist that is up-to-date? Unfortunately, most Read More
2017-06-02 18:21
In our last article, we talked about growth guarantees that help maximize Read More
2017-05-18 15:40
So far in our series on retirement annuities, we have discussed many Read More
2017-05-03 16:00
As we continue our series on retirement annuities, we will now explore Read More
2017-04-25 22:03
With people living longer and spending an average of 18 years in Read More
2017-04-17 20:27
In our series on retirement annuities, we have previously covered the four Read More
2017-04-05 20:06
A question we hear quite often is, “How does a fixed index Read More
2017-03-27 18:54
If you are like most investors, your retirement portfolio suffered big losses Read More
2017-03-13 18:28
In a recent blog, we explained the four different types of annuities Read More
2017-03-08 19:17
Before we delve into the four types of annuities, let’s start with Read More
2017-03-01 14:52
Though saving with a 401(K) is easy and you get a tax Read More
2017-02-13 22:18
Last week Feedspot announced their Top 100 Retirement Blogs List winners, and Read More
2017-02-02 20:20
When planning for retirement, there are ages, or birthdays, that matter more Read More
2017-01-23 10:00
It doesn’t matter how much money you’re making right now if you Read More
2017-01-16 10:00
It’s Time…You have done your due diligence and you’re ready to choose Read More
2017-01-10 20:18
Each new year brings change and 2017 is no different when it Read More
2017-01-04 22:41
In this KDAF interview, Cathy DeWitt Dunn and Neeha Curtis discuss how Read More
2017-01-02 10:00
Is the federal U.S. government 401k confiscation an actual plan or is Read More
2016-12-26 10:00
Annuities are popular retirement planning vehicles where a large principal payment is Read More
2016-12-19 10:00
If you are retired or planning for retirement, you may have learned Read More
2016-12-16 16:23
On Wednesday the Federal Reserve increased its key interest rate by 0.25% Read More
2016-12-12 10:00
Is a federal government 401k takeover a real possibility? One look at Read More
2016-12-08 15:27
The stock market has been riding high as of late, but now Read More
2016-11-17 10:00
Women lead enriched and diverse lifestyles these days, and funding those lifestyles Read More
2016-11-14 10:00
Many Americans worry that retirement will bring not leisure, but financial hardship Read More
2016-11-09 15:58
Planning a happy retirement can be a daunting and scary task. How Read More
2016-09-26 09:00
Cathy DeWitt Dunn joins Eye Opener TV’s hosts Laila Muhammad and Oliver Read More
2016-09-20 21:44
Whether it’s on your mind or a far-away concept, retirement is somewhere Read More
2016-09-01 09:00
September is Life Insurance Awareness Month, so now is a great time Read More
2016-08-08 15:20
In this EyeOpenerTV.com interview, Neeha Curtis and Cathy DeWitt Dunn discuss budgeting Read More
2016-08-02 21:43
Everyone is unique and so are retirement plans. A good retirement plan Read More
2016-07-18 20:40
Summer is here! However, along with the summer fun comes a lot Read More
2016-07-11 10:00
Americans today are woefully unprepared for retirement. A 2016 study by the Read More
2016-06-20 10:00
As healthcare costs continue to soar, retirees are digging deeper and deeper Read More
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