Visit our NEW LOCATION at 7870 East Kemper Road, Suite 330, Cincinnati, OH 45249

Recent News

Quarterly Commentary – April 2015

At the close of the first quarter, the global economy continued to muddle along, with falling commodity prices, foreign currency weakness, and lower bond yields present throughout most of the world. The European Central Bank’s strategy to revive Europe’s economic malaise with the introduction of its own brand of quantitative easing is in full swing. The U.S. remains a leader in the global economy, but first quarter economic measures have been mixed. While U.S. labor market gains were solid and headline unemployment fell to 5.5% (a new five-year low), the strong U.S. dollar and the

Read Story

Recent Blog Articles

Noone is Home as Taxpayer Frustration Boils Over with the IRS

In a world of tax complexity, IRS letters and fraudulent returns, resolving issues with the IRS has become nearly impossible.   This article from CNBC highlights just how bad it has become. 8M calls unanswered as IRS cut taxpayer service.

Read Story

President’s Budget a Potential Direct Hit for P&G Retirees

If properly planned, P&G employees can utilize a little known area of the IRS code, Net Unrealized Appreciation (NUA) in employer securities, which allows retirees to take company shares directly as part of a one-time total lump sum distribution and

Read Story

Items of Interest

IRS Announces 2015 Retirement Plan Contribution Limits For 401ks And More

The IRS released 2015 retirement plan contribution limits for 401(k) and other retirement plans.  The deferral limit was raised from $17,500 to $18,000 and the 401(k) catch-up for employees age 50 or older was raised from $5,500 to $6,000.  

Read Story

Top 7 Ideas Shaping Tomorrow

After recently attending Fidelity’s Executive Forum 2014 in Orlando, I wanted to share what I found to be the top concepts presented by some of today’s prominent thought leaders and their perspectives on the dynamic world in which we live.

Read Story

Resource Center

Working During Retirement

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work…

Read Story

Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools…

Read Story

The Wealth Dimensions Experience

Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.