Annuity Watch USA

It’s the foundation of any good financial plan, yet many Americans don’t have any emergency savings.

Vice President Josh Perkins joined WFAA to discuss how much you should have in your emergency fund and how you can give yourself financial peace of mind by starting to build yours today! https://youtu.be/WyNft7NR8Ck

The cost of nursing homes and in-home care continues to rise, yet nearly half of families haven’t discussed long-term care plans with their loved ones.

May is Older Americans Month, and President and CEO Cathy DeWitt Dunn joined WFAA to discuss the importance of long-term care planning and the options available to help you live a long and happy retirement. https://youtu.be/1-e5pTF3-UQ

Roth conversions are a popular buzzword in financial circles, but they’re not a one-size-fits-all solution.

In her latest Kiplinger Personal Finance article, President and CEO Cathy DeWitt Dunn explains why, and how to decide whether a conversion is right for you.

For more of Cathy’s insights, you can read the full article below!

We've All Heard the Buzz About Roth Conversions — But Here's the Reality Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.

Markets are at record levels, yet uncertainty continues to rise, making it more important than ever to stay focused and strategic. Cathy DeWitt Dunn joined the James Show to share timely insights on navigating today’s environment. https://www.dewittanddunn.com/dallas-financial-radio-show/

After several years of market volatility, many retirement accounts are sitting at or near their highest levels. While this is great news for savers, it could be time to rethink your strategy.

President and CEO, Cathy DeWitt Dunn says don’t just set and forget your 401(k). Creating a carefully coordinated plan for your investments, income and health care will help ensure your balance translates into lifelong financial security.

Check out Cathy’s full Kiplinger article below!

Your 401(k) Is Sitting Pretty: Could It Be Time to Rethink Your Strategy? Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.

Planning on taking a vacation this year?

President and CEO Cathy DeWitt Dunn joined WFAA to share travel tips to help you save and stay on budget for your next trip. https://youtu.be/DlwqIN8Ywag

Check out Cathy's latest segment on NBC DFW Texas Today with Cleo Greene to learn more about planning for retirement and how to make sure you are prepared now! To learn more visit https://www.dewittanddunn.com!

How to Plan for Retirement DeWitt & Dunn Financial Services breaks down what you need to know about planning for retirement.

Cathy joins Cleo Greene in studio on NBC DFW TX Today to discuss the best way to get started on your retirement plan as well as ways to ensure your current plan is working for you! Tune in Monday 2/23/26 at 11:30am CST!