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Supreme Court Upholds Health Insurance Subsidies

Wealth Dimensions
Wealth Dimensions
June 29, 2015  No Comments
CourtPillars-web

In the case of King v. Burwell (Case Number 14-114), petitioners argued that the language of the Affordable Care Act (ACA) specifically provides that health insurance subsidies can only be issued through state-based exchanges (also referred to as marketplaces) and not through the federal exchange. In a 6-3 decision issued June 25, the U.S. Supreme Full Article

Millennials vs. Boomers: How Wide Is the Gap?

Wealth Dimensions
Wealth Dimensions
June 17, 2015  No Comments

Texting versus email (or even snail mail). Angry Birds versus Monopoly. “The Theory of Everything” versus “The Sound of Music.” “Dancing with the Stars” versus “American Bandstand.” It’s no secret that there are a lot of differences between baby boomers, born between 1946-1964, and Full Article

Five Steps to Tame Financial Stress

Wealth Dimensions
Wealth Dimensions
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FinStress

Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you’re drowning in debt? If this describes you, you might take solace in the fact that you’re not alone. A recent report released by the American Psychological Association (APA) showed that 72% of adults feel Full Article

Your Credit Profile

Wealth Dimensions
Wealth Dimensions
June 15, 2015  No Comments
Credit-Profile

New protections to ensure a good credit profile. 2015 Broadridge Investor Solutions, Inc. Full Article

Planned Charitable Giving

Wealth Dimensions
Wealth Dimensions
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Charitable-Giving

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like many Americans, you too may have considered donating to charity. And though writing a check at year-end is one of the most common ways to Full Article

Quarterly Commentary – April 2015

Wealth Dimensions
Wealth Dimensions
May 18, 2015  No Comments

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 Full Article

Noone is Home as Taxpayer Frustration Boils Over with the IRS

Doug Loftus, CFP®
Doug Loftus, CFP®
April 22, 2015  No Comments

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. Full Article

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

Doug Loftus, CFP®
Doug Loftus, CFP®
March 2, 2015  No Comments
tax-keyboard

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 only pay current tax on the trustee’s cost of the P&G shares. For most P&G Full Article

We’ve Moved

Wealth Dimensions
Wealth Dimensions
February 4, 2015  No Comments
move

As of Monday, February 9th, Wealth Dimensions is now located at: 7870 East Kemper Road, Suite 330 Cincinnati, OH 45249-1675 Our phone number will remain the same: 513.554.6000. Click here for directions. We hope to see you soon at our new location. Full Article

Quarterly Commentary – January 2015

Wealth Dimensions
Wealth Dimensions
February 2, 2015  No Comments
2015-road-web

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 Full Article