Special update: COVID-19 and the financial markets
“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.” – Warren Buffet
Three Ways Adult Children Can Shake Up Your Retirement Plan
When your adult child asks for financial assistance, emotions can take over. We show you how to help without ruining your retirement.
Six takeaways for first-time Medicare enrollees
Six takeaways for first-time Medicare enrollees
Early retirement?
“Can I retire early?” Many of our clients in their 50s ask this. Often they’ve dedicated substantial personal time to their careers and built an enviable nest egg. They say they’re ready to get off the treadmill.
A tax-savings opportunity if you’re over 70 ½
Are you 70 ½ or older, charitably inclined, and own tax-deferred retirement accounts? If so, then you’re eligible for an often-overlooked tax-savings opportunity: The Qualified Charitable Distribution or QCD.
Five ways to boost your retirement savings
Are you saving enough for retirement? Here are five ways individuals can boost their retirement savings and achieve their financial goals.
Do you have the right long-term disability insurance policy in place?
How doctors and dentists can ensure they have the right long-term disability insurance policy in place so that they get the coverage they expect when needed.
Five financial planning tips for early career dentists
Financial planning firm for dentists offers five financial planning tips early career dentists can use to gain financial freedom.
Ways to engage your children in giving
Learn how to engage children in giving. Best practices are shared by Wealth Dimensions, a Cincinnati-based financial planning firm.
Five financial habits of highly successful doctors
Wealth Dimensions, Cincinnati financial planning firm, shares five financial habits highly successful doctors. The firm works extensively with doctors.