Resources from Cathy’s Media Appearance:
Inflation may still be a problem, but many Americans are planning to take a summer vacation. Don’t ruin your trip by overspending! Cathy DeWitt Dunn talked with Morning on Merit Street about how you can save money on your summer travels. Click here for a vacation budget worksheet.
Before you spend your tax refund, consider carefully how you’ll use it. KXAS-TV spoke with President and CEO Cathy DeWitt Dunn about how we can wisely spend our restitution from Uncle Sam. Click here for the IRS withholding calculator
A recent survey found more than 1 in 4 Americans never talked about money with their parents! To help fix the communication breakdown, President and CEO Cathy DeWitt Dunn spoke with KXAS-TV sharing tips to help parents discuss finance topics based on their kid’s age. Click here for a teen budget worksheet.
April is Financial Literacy Month and a good time to highlight the importance of good money management skills. President and CEO Cathy DeWitt Dunn joined WFAA-TV with lessons to help people take control of their finances and secure a better financial future. Click here for a financial literacy quiz.
Just like everything else, college is getting more expensive! President and CEO Cathy DeWitt Dunn spoke with FOX 4 to explain what a 529 savings plan is and how one could fit in your plan to fund your child’s education. Click here for a 529 College Savings Calculator.
Click here for budget worksheet.
Click here for your financial divorce checklist.
Your credit score matters and can impact your finances in a big way! President and CEO Cathy DeWitt Dunn stopped by FOX 4 to share ways to increase your score and improve your spending habits. Get your free credit report here.
Click here to see the new tax brackets for 2024.
Click here for compound interest calculator.
Do you have enough saved for retirement? Most Americans don’t think so! Vice President Josh Perkins talked with KXAS-TV about how to reach your retirement savings goal. Take Advantage of 401(k)s, Don’t Forget About Taxes, Open an IRA, Automate Contributions – Click here for a retirement calculator, Avoid Penalties, Leverage Catch-Up Contributions and Ask for Help.
Estate Planning Awareness Week is a great reminder to get your documents in order! President and CEO, Cathy DeWitt Dunn talked with KXAS-TV about what goes into an estate plan and the increasing popularity of including your online accounts in your estate. Download your checklist here.