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Recent News

Quarterly Commentary – January 2015

At the time of our last quarterly commentary, the world was bogged down with a combination of geopolitical events and newfound market volatility. Investors in the U.S. braced for the consequences of Fed adjustments to monetary policy, and Europe was getting dangerously close to the beginning of a widespread bout of deflation. Continued reaction to the precipitous decline in oil prices, while good news to consumers, added an additional layer of uncertainty to the economic landscape. By the end of the year, markets quieted and most equities, both here and abroad, ended with modest upward

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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.

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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.  

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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.

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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…

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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…

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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.