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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
