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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 Stock Market Roller Coaster

Tuesday, June 4th, 2013 and is filed under Financial Planning Blogs, Products & Investments, Saving for Retirement, Uncategorized

 by Cathy DeWitt Dunn ~

The Stock Market Roller CoasterDo you remember those roller coaster rides when you were a kid? I sure do. I could hardly sleep the night before because of the anticipation. When we finally made it through the gate of the amusement park, I almost dragged mom and dad straight to the roller coaster.

I can still hear the distinct sound of the clack, clack, clack, as the chains pulled the cars up to the very tip top of the tracks. My heart was pounding in my chest as we reached the top and I would throw my hands in the air and scream to the top of my lungs as we took the exhilarating plunge to the bottom.

Those were some of the fondest memories of my childhood. When I think of roller coasters, I think of fun, I think of thrills. But when I think of the stock market roller coaster, I don’t have quite the same outlook. Read More

Fiscal Cliff Imminent – Are Your Retirement Savings Protected?

Monday, December 17th, 2012 and is filed under Financial News, Financial Planning Blogs, Insurance-based products, Products & Investments, Saving for Retirement, Uncategorized

The Fiscal Cliff and Annuities to Protect Your Retirement SavingsEverywhere we turn we hear the warnings of the coming fiscal cliff. It’s the top story in the news. The financial world is on fire. Wall Street is holding its breath. Businesses are scrambling to protect their assets from the “imminent” fiscal cliff.

What exactly is this “fiscal cliff”? Is it just a bunch of media and political hype? Or should you be concerned and trying to protect your retirement savings from financial disaster? Read More

How to protect your savings against stock market losses

Tuesday, June 5th, 2012 and is filed under Financial Planning Blogs, Products & Investments, Saving for Retirement

We have all heard stories from our parents or grandparents about forgoing bank accounts and sticking money under the mattress during the economic nightmare that was the Great Depression.

Now, many people are facing another nightmare as retirement savings account values have plummeted over the past few years. To avoid the uncertainty of the markets, many investors are opting to park their money into short-term savings vehicles like treasuries, money-market funds or CDs––today’s equivalent of “under the mattress.” A whopping $42 billion was deposited into money-market funds in November 2011!

Read More

Consider Fixed Indexed Annuties Because Some Investments = Stashing Money under your Mattresss

Thursday, December 15th, 2011 and is filed under Products & Investments

Money under the mattress or in a money market? What’s the difference?

We have all heard stories from our parents or grandparents about forgoing bank accounts and sticking     money under the mattress during the economic nightmare that was the Great Depression.

Now, many people are facing another nightmare as retirement savings account values have plummeted over the past few years. To avoid the uncertainty of the markets, many investors are opting to park their money into short-term savings vehicles like treasuries, money-market funds or CDs––today’s equivalent of “under the mattress.” A whopping $42 billion was deposited into money-market funds in November 2011!

Read More

Private Placement Investing & Wealth Building

Monday, November 7th, 2011 and is filed under Products & Investments

Investment risk is a touchy subject for a lot of women investors because, for the most part, we tend to take a more conservative approach to making financial decisions than men. However, sometimes it may make sense to be a bit more aggressive when it comes to investing. Taking calculated, well-researched risks can lead to higher rewards.  Investing for portfolio growth is no exception –– especially when it comes to wealth building strategies. Read More