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Recent News

Quarterly Commentary – October 2015

Download PDF The third quarter of 2015 proved to be a difficult one for investors, as US economic data showed signs of weakness, global slowdown fears persisted and continued talk of looming interest rate hikes all converged, causing equities to tumble both here and abroad.

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Supreme Court Upholds Health Insurance Subsidies

In the case of King v. Burwell (Case Number 14-114), petitioners argued that the language of the Affordable Care Act (ACA) specifically provides that health insurance subsidies can only be issued through state-based exchanges (also referred to as marketplaces) and not through the federal exchange.

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Recent Blog Articles

What You Need to Know About Social Security

How much do you know about Social Security? You are not alone if you don’t have a full understanding of Social Security benefits. A recent Mass Mutual survey revealed that nearly 72 percent of those surveyed did not receive a passing grade. The findings also indicated that there are many misperceptions about Social Security benefits and a general lack of knowledge regarding Social Security eligibility. Given this unfamiliarity with Social Security, retirees may suffer by not taking full advantage of their retirement benefits and missing opportunities to optimize their financial circumstances. Here are a few of the basics that you

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Items of Interest

Millennials vs. Boomers: How Wide Is the Gap?

Texting versus email (or even snail mail). Angry Birds versus Monopoly. “The Theory of Everything” versus “The Sound of Music.” “Dancing with the Stars” versus “American Bandstand.” It’s no secret that there are a lot of differences between baby boomers,

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Planned Giving

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like many Americans, you too may have considered donating to charity.

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Resource Center

Working During Retirement

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work…

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Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools…

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The Wealth Dimensions Experience

Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.