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Divorce and the Family Home: Stay or Go?

Thursday, January 8th, 2015 and is filed under Divorce - Blog Category, Financial Planning Blogs, Uncategorized

Divorce and the Marital HomeWhen considering a divorce and the family home, take your time to evaluate your options. Don’t base your decision on emotions!

When facing a divorce, it’s common for one spouse to express a desire to stay in the family home. This can be for a number of reasons. The spouse may want to minimize disruption in the lives of the children. Or they may simply want the comfort of familiar surroundings as they face dramatic life-altering changes. Under these circumstances, many profound emotional forces can be at play.

Set emotions aside and ask yourself, does it make financial sense to retain the family home? Read More

Christmas Sex, Food or Budgeting… Which is on your mind?

Saturday, December 20th, 2014 and is filed under Financial Planning Blogs, Uncategorized

Weight Watchers once commissioned a study that showed that while 58% of women think about sex at least 10x a day, some 70% have far more regular fantasies about food. The crime here is not how often we think about Christmas sex or food, but we spend very little time fantasizing over our finances!! Read More

Holiday Shopping Survival Guide

Wednesday, December 17th, 2014 and is filed under Financial News, Financial Planning Blogs, Uncategorized, Videos on Women Money & Power

Holiday Shopping Survival GuideIn this Fox 4 News interview, our own Cathy DeWitt Dunn shares some great tips for surviving the holiday shopping season – financially speaking that is. Read More

Beware of Holiday Charity Scams!

Tuesday, December 16th, 2014 and is filed under Financial News, Financial Planning Blogs, Uncategorized

Holiday Charity ScamsDon’t get taken by holiday charity scams during the Christmas season! Here are some great tips to help keep the scammers at bay from Cathy DeWitt Dunn on KRLD Radio. Read More

Navigating the complexities of divorce and taxes

Tuesday, August 12th, 2014 and is filed under Divorce - Blog Category, Financial Planning Blogs

Divorce and TaxesWith the exception of child custody, the distribution of marital property is arguably the most important aspect of a divorce agreement. When considering division of assets, remember that what looks equitable on the surface may not be. One major reason is tax liability.

Typically, any transfer of marital property to one spouse that occurs as a result of a divorce settlement is not taxable at the time of transfer. However, any taxes due after the sale of assets or income earned from investments after the divorce will be paid solely by the spouse who was awarded the asset.

Let’s take a look at two areas of tax liability that come into play: income taxes and capital gains taxes. Read More

Get to know QDRO – Qualified Domestic Relations Order

Monday, August 4th, 2014 and is filed under Divorce - Blog Category, Financial Planning Blogs

What is a QDRO?It is very common in a marriage for one spouse to earn most, if not all, of the family’s income – especially if the couple has children. Generally, this means the spouse who earns more will be at a huge advantage when it comes to plans that will provide income in retirement. If the couple is facing divorce, their settlement will typically divide those pension plans, 401k’s, or IRAs. What many couples – and sadly, some divorce attorneys – don’t understand is the settlement agreement isn’t enough. You need a QDRO, or Qualified Domestic Relations Order. Read More

Empowerment Zone: Recreating Your Future with a CDFA

Wednesday, June 25th, 2014 and is filed under Divorce - Blog Category, Financial News, Financial Planning Blogs

CDFA - Certified Divorce Financial AnalystDivorce consumes every aspect of your life: emotional, familial, social, spiritual, legal, and financial. It generates emotions that are often conflicting and intense. In divorce, expect upheaval in virtually every area of your life.

That’s why one of the best things you can do to keep your emotions from overwhelming the situation is to maintain focus on the financial challenges the divorce process presents. The decisions you make today will set your financial tone well into the future. That’s why in addition to qualified legal counsel, it’s critical you seek qualified financial counsel: a Certified Divorce Financial Analyst. Read More

Divorce, Finances, and the Marital Home on KDFW Fox 4 News

Wednesday, February 26th, 2014 and is filed under Divorce - Blog Category, Financial News, Financial Planning Blogs

Certified Divorce Financial Analyst, Cathy DeWitt Dunn, discusses divorce, finances, and the marital home on KDFW Fox 4 News in Dallas, Texas.


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Fixed Index Annuities can be a Perfect Fit for Women

Saturday, February 22nd, 2014 and is filed under Financial News, Financial Planning Blogs, Insurance-based products, Investing for Women - Did You Know?, Products & Investments, Rebranding Annuities, Saving for Retirement

Financial Planning for WomenThere’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 among many female consumers that they are not part of the club when it comes to fully understanding and controlling their finances.

A recent study conducted by Prudential on women’s financial attitudes and behaviors highlights several areas in which women feel they are not financially empowered. In fact, the study reports as few as 22% of women feel well-qualified to make financial decisions, and the majority of women are not working with a financial advisor.

The main goal of Women, Money and Power is to put women in the driver’s seat when it comes to their money. By becoming educated and empowered on financial issues, women can cut through intimidating jargon and fast-talking sales pitches to make sound decisions based on facts – not emotions. Read More

Take Charge of your Retirement in the Face of Market Volatility

Monday, February 17th, 2014 and is filed under Financial News, Financial Planning Blogs, Rebranding Annuities, Saving for Retirement

Stock Market VolatilityIt’s no secret that women tend to be under-served in the financial world. As a result, a woman planning for retirement today is less likely to feel she understands the ins and outs of the programs she is considering. Anyone in this situation – regardless of gender – is likely to make the same mistake: doing nothing for fear of making a mistake.

With market volatility on the increase, now is not the time to put on the blinders. Leaving the money you need to rely on for retirement income at risk in the stock market can be a dangerous proposition. You only have to look back and remember September and October of 2008, when the markets quickly dropped more than 30%, to see how quickly losses in the stock market can cripple a retirement plan. Read More

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