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Avoid Herd Mentality in your Financial Decisions

Herd mentality comes from the idea that following the crowd will lead to your desired goals based on the assumption that the knowledge of the many must be greater than that of the few, or the actions of the many must be more accurate than the actions of the few.
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Now That Tax Season Is Over, It’s Time to Revisit Your Financial Plan

Tax season may be in the rearview mirror, but the documents, numbers, and insights you’ve gathered make now the ideal time to revisit your financial plan. With updated statements at your fingertips and the midpoint of the year approaching, it’s a natural moment to pause, reflect, and reset.
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Tax Season Checklist: What to Prepare for Your Accountant and Advisor

Use this checklist to ensure you have everything you need before sending information to your accountant and discussing tax-related updates with your advisor.
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2025 Key Financial Data: Updates You Should Know

Here are key financial data to consider and important items we are looking at for clients as 2025 begins.
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20 Questions to Ask Your Financial Advisor for Better Financial Planning

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.
READ MORE >>

Navigating Market Volatility During Election Years: A Long-Term Approach

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.
READ MORE >>

Caring for an Aging Parent

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.
READ MORE >>

Holistic Planning for a Fulfilling Retirement

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.
READ MORE >>

Preparing for Retirement

At Wealth Dimensions, we understand that a truly rewarding retirement encompasses not only financial security but also mental, emotional, and social preparedness. This holistic approach to retirement planning ensures our clients can live out their values and goals, making the transition as seamless and fulfilling as possible.
READ MORE >>

Empowering Your Divorce Journey: A Guide to Navigating the Unknown

Our comprehensive guide provides a roadmap to help successfully navigate the challenges and complexities of divorce.
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Inherited IRAs: Here’s What You Should Know

Our financial lives can often seem like a puzzle, with various pieces that need careful consideration. A perfect example of this is the world of inherited IRAs. In this blog, we'll break down the complexities of inherited IRAs and shed light on what you need to know.
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You’ve Retired, Now What?

Embarking on retirement is a profound milestone that requires meticulous preparation, encompassing both financial stability and emotional resilience. In this blog post, we delve into valuable insights that emphasize not only preparing for retirement but also navigating through and beyond it.
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Emotionally Preparing Your Kids For College

As parents, one of the most challenging and rewarding aspects of our journey is helping our children make life-altering decisions, such as choosing the right college. It's not just about finding the best academic fit, but also ensuring our children are emotionally prepared for this significant transition. In this blog, we will explore effective ways to emotionally prepare your child for college.
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Understanding College Funding Options

Your child has been accepted to the college of their choice! Now comes the important task of figuring out how to finance their higher education journey. We understand that this can be a daunting process, but don't worry; we're here to guide you through it. In this blog, we will discuss various ways you can fund your child's college expenses.
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Making Informed Career Decisions: Four Key Steps to Consider

In today's dynamic job market, it's increasingly rare for individuals to stick with one job throughout their entire career.
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Navigating Life’s Journey – Client Testimonial

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.
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Student Loan Repayment Plans 101

In this section, we will explore some essential steps to evaluate repayment strategies and gifting options for your loved ones.
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Trusted Financial Planning Ally – Client Testimonial

As their lives converged, a resolute commitment was made to maximize opportunities like 401ks, setting the stage for a shared, financially secure future.
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Essential Documents Every 18-Year-Old Should Have

We'll walk you through essential documents that every 18-year-old should consider having so you can feel confident knowing your new adult has everything they need!
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Guidance by Compassion: Navigating Life’s Uncertainties – Client Testimonial

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.
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To Sell or Not to Sell? 4 Things Business Owners Should Consider

As a business owner, you are going to be surprised by a number of challenges that pop up out of nowhere, but one potential surprise can be avoided with proper individual financial planning.
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How to Learn From Marriage & Money Mistakes

When Eric and Anna went through their planning process and looked at their spending tab, they were surprised to see some of the leakage in their budget. Something Eric noticed early on in their marriage is how each of them had different feelings on spending. No one is right or wrong, they just value things differently.
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6 Financial Tips for Divorce

If you're going through a divorce, you're already experiencing emotional stress. The last thing you need is additional financial stress. So here are six things that we encourage all our clients to think about.
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12 Financial Tips for the Holidays

As we enter the holiday season, reflect on the year, and set goals for 2023 we thought it would be fun for our team to share the Wealth Dimensions 12 financial tips of Christmas.
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End of Year Checklist: Financial + Taxes

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.
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What Sets Wealth Dimensions Apart?

Our leadership team at Wealth Dimensions cares deeply for all our clients, which has led them to hire somebody like Isla. So, what does Client Ambassador mean?
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The Wealth Dimensions Difference – Client Testimonials

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.
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Split Dollar

Today, we would like to discuss one of the more complex employee benefits we have helped clients vet and determine if it fits within their financial plan – the split dollar plan.
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How Inflation Impacts Your Financial Future

As we have conversations with our clients about the current economic landscape, many of the questions we answer revolve around inflation.
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Understanding Loss Aversion

There are various pitfalls related to behavioral finance but for today, we are going to dive into loss aversion.
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How an Advisor Simplifies Your Life with Tom Schiller

One of the best parts of being a financial advisor is getting to help reduce clients' stress and anxiety through simplifying their financial lives.
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The Benefit of a Financial Advisor During Life Transitions

Life is full of changes, events, and milestones. From getting married, having kids, buying a home, saving for your kid’s college and your retirement to transitioning into retirement - to name a few.
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The Wealth Dimensions Difference

Sean Paddock is here to tell you, in his words, what it’s been like to go from working at national corporate firms to a local firm like Wealth Dimensions.
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What is an Email Whitelist?

A whitelist is a list of approved or safe email addresses to help a spam filter determine whether it should allow delivery.But if timing the market doesn’t work, what does Wealth Dimensions do to prepare against a volatile market?
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Who should own a 529 plan: parents or grandparents?

Clients with children and grandchildren often ask us about who should own a 529 plan in order to make the most of financial aid.
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New information: Paycheck Protection Program (PPP)

Updated information for business owners regarding the Payment Protection Program (PPP)
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How the CARES Act can help your business

On Friday, March 28th President Trump signed the historic $2 trillion emergency aid bill known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).
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How the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) impacts you

How the CARES act impacts individual investors: Our take from Wealth Dimensions.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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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.
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Improve how you make financial decisions

Behavioral economists have researched why people often make choices against their best interests, even when they know better.
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Saving Dollars Now Can Change Your Future

Recognizing the potential value of every dollar is a key step to achieve prosperity. Saving money relies on the importance of the time value of money. 
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Should You Buy or Lease Your Next Car?

If it’s time to replace your car, you’ll need to decide whether to buy or lease your next vehicle. The best option depends on several factors—your budget, driving needs, lifestyle and credit history.
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Planning for Charitable Giving

As part of the planning process, it is important to have conversations with clients about charitable giving - what motivates their giving, how it fits with their long-term goals and how they would like to include their family.
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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.
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Budgeting: An essential financial fitness routine

Just like a physical helps you assess the state of your health by identifying potential risks, measuring your progress and pinpointing next steps, budgeting can offer the same insight into your financial health.
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Personal financial manager: Stay in control of your financial future

Wealth Dimensions Group, based in Sycamore Township, offers a solution by leveraging the latest Personal Financial Manager (PFM) technology and combining it with their customized financial planning services to change the way their clients plan for the future.
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Five steps to tame financial stress

Do you sometimes lie awake at night stressed about bills that need to be paid? Downing in debt? Reduce the financial stress in your life with these simple steps.
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Planned Giving

To help you start thinking about your charitable plan, consider these questions: Which charities do you want to benefit? What kind of property do you want to donate (e.g., cash, stocks, real estate, life insurance)?
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A financially sustainable lifestyle: Part II

A good starting point is having an integrated financial plan that takes into account the full picture--well-defined family goals with assets, resources and everything else that impacts the outcome you are trying achieve. Beyond this, we have identified a few strategies to consider that can help protect you and your family for the future.
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A financially sustainable lifestyle: Part 1

In the face of longer life expectancy and the increasing cost of healthcare, the need to live a sustainable lifestyle to best position yourself for retirement has never been greater.
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Tax Season Checklist: What to Prepare for Your Accountant and Advisor

Use this checklist to ensure you have everything you need before sending information to your accountant and discussing tax-related updates with your advisor.
READ MORE >>

2025 Key Financial Data: Updates You Should Know

Here are key financial data to consider and important items we are looking at for clients as 2025 begins.
READ MORE >>

20 Questions to Ask Your Financial Advisor for Better Financial Planning

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.
READ MORE >>

Navigating Market Volatility During Election Years: A Long-Term Approach

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.
READ MORE >>

Caring for an Aging Parent

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.
READ MORE >>

Holistic Planning for a Fulfilling Retirement

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.
READ MORE >>

The Benefit of a Financial Advisor During Life Transitions

Life is full of changes, events, and milestones. From getting married, having kids, buying a home, saving for your kid’s college and your retirement to transitioning into retirement - to name a few.
READ MORE >>

2025 Key Financial Data: Updates You Should Know

Here are key financial data to consider and important items we are looking at for clients as 2025 begins.
READ MORE >>

20 Questions to Ask Your Financial Advisor for Better Financial Planning

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.
READ MORE >>

Navigating Market Volatility During Election Years: A Long-Term Approach

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.
READ MORE >>

Caring for an Aging Parent

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.
READ MORE >>

Holistic Planning for a Fulfilling Retirement

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.
READ MORE >>

Preparing for Retirement

At Wealth Dimensions, we understand that a truly rewarding retirement encompasses not only financial security but also mental, emotional, and social preparedness. This holistic approach to retirement planning ensures our clients can live out their values and goals, making the transition as seamless and fulfilling as possible.
READ MORE >>

Tax Loss Harvesting – Financial Strategy

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.
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Navigating Through Times of Market Volatility

Financial planning can help you have peace of mind in your financial situation during times of market volatility. Watch this video to evaluate your financial plan.
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Split Dollar

Today, we would like to discuss one of the more complex employee benefits we have helped clients vet and determine if it fits within their financial plan – the split dollar plan.
READ MORE >>

Is Your Life Insurance Policy Up To Date?

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
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© Wealth Dimensions 2025 

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