Highlights of The Tax Cuts and Jobs Act of 2017
Easy to read highlights about the 2017 Tax Reform Bill presented by Wealth Dimensions – a Cincinnati-based Wealth Manager.
Financial literacy for your financial well-being
Becoming financially literate begins with learning a few key principles that provide a strong foundation for building a financially stable future.
Simplifying the Complex: Going Beyond the Numbers
What can be done to deal with this complexity in order to make the right decisions for your future?
What’s a Certified Financial Planner?
Many people think all financial planners are “certified’. However, this isn’t the case. While anyone may use the term “financial planner,” only those who have met certification and renewal requirements of the CFP® Board can display the CFP® certification marks.
What You Need to Know About 529 College Savings Plans
A 529 plan is a tax-advantaged education savings vehicle operated by a state, state agency or educational institution that enables families to set aside funds for future college expenses.
Why saving for retirement is difficult
Saving for retirement is not a priority for many Americans. The path to retirement is a journey, resulting from an accumulation of choices over many years.
5 tips to start your financial spring cleaning
Spring is the perfect time to get a fresh start. While most of us think of spring cleaning for our house, it’s also an ideal time to apply the same tradition to organizing our finances. Here are a few ways to help you take charge of your financial records.
Can you buy happiness? Money’s impact on making you happy
What’s the link between money and happiness? If you watch commercials or read advertisements, you may believe that happiness depends on having that next best thing to change your disposition or status.
Overcoming Behavioral Biases
Behavioral science helps us understand what obstacles interfere with our ability to make sound decisions that align with our best interests and long-term goals.
Improve how you make financial decisions
Behavioral economists have researched why people often make choices against their best interests, even when they know better.