Changes to the Public Student Loan Forgiveness Program

Student loan repayments make up a significant portion of household expenses for many Americans, especially in the beginning portion of their careers. These payments can delay or make it hard to save for important goals like retirement accounts and first home purchases.
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
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.
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?
Webinar: Cyber Security

In this virtual webinar, we welcome our guest, Gary Rossi, a cybersecurity expert, to speak with our greater Wealth Dimensions family about how you can protect yourself from cyberattacks.
3 Strategies to Combat Market Volatility

When you see unrest on the news, and you watch as your accounts go down, your natural reaction to sell and get out is not a sustainable one.
But if timing the market doesn’t work, what does Wealth Dimensions do to prepare against a volatile market?
Changes to Student Loan Forgiveness

In recent weeks, the US Department of Education has made changes to the federal student loan forgiveness program. These changes are intended to make good on the initial promises to reform the Public Service Loan Forgiveness (PSLF) program made by the Bush administration in 2007.
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.
Quarterly Commentary: Q1 2020

On December 31, 2019, the WHO first reported a mysterious pneumonia that was sickening the people of Wuhan, China. Little did we know this situation would morph into a global health crisis rivaling the Spanish Flu.
New information: Paycheck Protection Program (PPP)

Updated information for business owners regarding the Payment Protection Program (PPP)