Wealth Dimensions
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Use this checklist to ensure you have everything you need before sending information to your accountant and discussing tax-related updates with your advisor.
The fourth quarter of 2024 proved to be a volatile one, yet U.S. equities ended the period in positive territory.
Here are key financial data to consider and important items we are looking at for clients as 2025 begins.
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it's not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Entering the second quarter, market volatility has increased dramatically as the Trump administration’s agenda has become more evident. The sheer scope of the actions of DOGE and President Trump’s multi-faceted tariff policy has seemingly caught the investment community by surprise.
Use this checklist to ensure you have everything you need before sending information to your accountant and discussing tax-related updates with your advisor.
The fourth quarter of 2024 proved to be a volatile one, yet U.S. equities ended the period in positive territory.
Here are key financial data to consider and important items we are looking at for clients as 2025 begins.
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it's not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Use this checklist to ensure you have everything you need before sending information to your accountant and discussing tax-related updates with your advisor.
Here are key financial data to consider and important items we are looking at for clients as 2025 begins.
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it's not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it's not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it's not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
Retirement planning often conjures images of spreadsheets, savings accounts, and investment strategies. While these financial elements are crucial, at Wealth Dimensions, we believe in a more comprehensive approach.
When your adult child asks for financial assistance, emotions can take over. We show you how to help without ruining your 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.
In a study by the Bankers Life Center for a Secure Retirement, a majority of baby boomers said they were not confident they have the financial means to retire comfortably.
Building a Realistic Picture of Retirement - One of the keys to engaging with your future may lie in the details.
Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes much more challenging. That’s why a majority of people fail to achieve their long-term financial goals.
How much do you know about Social Security? You are not alone if you don’t have a full understanding of Social Security benefits.
It's been a wild year, and with that you may have some opportunities to take advantage of. With year-end approaching, we wanted to go over a few strategies that you can implement into your financial plans.
Today we’re discussing a strategy that we've deployed during times of market volatility – tax loss harvesting. We often advise clients not to make drastic moves like getting in and out of the market when the stock market is down. However, that doesn't mean we sit on our hands and do nothing.
Easy to read highlights about the 2017 Tax Reform Bill presented by Wealth Dimensions - a Cincinnati-based Wealth Manager.
Entering the second quarter, market volatility has increased dramatically as the Trump administration’s agenda has become more evident. The sheer scope of the actions of DOGE and President Trump’s multi-faceted tariff policy has seemingly caught the investment community by surprise.
The fourth quarter of 2024 proved to be a volatile one, yet U.S. equities ended the period in positive territory.
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Markets ended 2023 on a high note, rebounding nicely after a disappointing third quarter. The year was certainly not without its challenges, including the steepest borrowing costs in over 20 years, a regional banking crisis, and escalating geopolitical turbulence.
Life Insurance policies are not a vehicle where you set it and forget it. They need to be reviewed every few years to ensure they are performing as expected, but also to confirm that they fit into your overall financial plan
Six takeaways for first-time Medicare enrollees
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.
With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years.
Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft.
In the heart of Boston, Sean and Lara found themselves on different financial pages in their early twenties. Their encounter with Wealth Dimensions would reshape their financial outlook and lay the foundation for a shared future.
As their lives converged, a resolute commitment was made to maximize opportunities like 401ks, setting the stage for a shared, financially secure future.
Life often presents us with unexpected twists and turns, pushing us to navigate uncharted waters. For one individual who found herself at the crossroads of change after a 20-plus year marriage, the challenge was not only emotional but also financial.
Meet Tim Arnold, the former owner of Arnold Printing Company, who shares his journey of finding financial security and peace of mind with Wealth Dimensions.
Watch this video to hear what several of our clients have to say about how working with us has changed their relationship with their finances.
Entering the second quarter, market volatility has increased dramatically as the Trump administration’s agenda has become more evident. The sheer scope of the actions of DOGE and President Trump’s multi-faceted tariff policy has seemingly caught the investment community by surprise.
Use this checklist to ensure you have everything you need before sending information to your accountant and discussing tax-related updates with your advisor.
The fourth quarter of 2024 proved to be a volatile one, yet U.S. equities ended the period in positive territory.
Here are key financial data to consider and important items we are looking at for clients as 2025 begins.
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it's not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Quarterly Commentary: First Quarter 2025
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