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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

The key to a long, happy marriage may be matching credit scores

Wednesday, October 2nd, 2013 and is filed under Investing for Women - Did You Know?, Investing Quick Tip, Uncategorized

Couples QuizThe 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 last 13 years, and found those who married others with similar financial views were less likely to get a divorce. Read More

A Client’s Story | Stay-At-Home Mom Faces Divorce

Wednesday, March 21st, 2012 and is filed under Investing for Women - Did You Know?

Janet was a stay-at-home mom her entire marriage. After turning 48, she and her husband divorced. Because of her extended time out of the job market, Janet had very little marketable skills and all of a sudden she had bills, with no job prospects in sight. She was desperate. However, Cathy was able to help by suggesting that she place a portion of her divorce settlement in an Immediate Annuity to generate much-needed income to help her get on her feet. Cathy placed the remainder of her settlement in a deferred Fixed Indexed annuity to help set her up for a more comfortable retirement with guaranteed lifetime income and principal protection.


Cathy DeWitt Dunn of DeWitt & Dunn, LLC, is the driving force behind Women Money & Power. With decades of experience in the financial services industry, Cathy has dedicated her practice to educating clients on how to take maximum advantage of financial solutions that are not available in traditional brokerage houses. Cathy is proud to be on the forefront of innovative financial solutions for the individual investor.

Gen X & Y: Getting Back to Black

Monday, November 21st, 2011 and is filed under Investing for Women - Did You Know?, Uncategorized

Being young in today’s world isn’t easy. Gen Y and Gen Xers are facing greater challenges day by day with the lagging economy and prospective jobs situation not improving. There was a time when having a higher education almost seemed to guaranteed a high paying job, but it’s not a given any more.  For example, take law graduates – many of them have had success as interns, making as much as $3,000/week, but they can’t get hired on because of the lagging economy.  You know times are rough when attorneys are struggling!  Read More

Women & Investing…did you know?

Monday, November 14th, 2011 and is filed under Investing for Women - Did You Know?

According to an Allianz Women Money Power survey, overwhelmingly, men find financially independent women sexy. Only 4% of men surveyed disagreed!

Be realistic in retirement.

Monday, October 24th, 2011 and is filed under Investing for Women - Did You Know?

Did you know that financial advisors generally recommend withdrawals from savings of about 4% per year during retirement? Read more here.

Long term term care insurance plan fact

Tuesday, September 20th, 2011 and is filed under Investing for Women - Did You Know?

More than 70% of nursing home residents are women yet only 14% have a long-term-care insurance plan.

To learn more about whether a long term care insurance plan makes sense for you, please contact us to set up a free consultation.