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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

Dentist is best job in America: U.S. News

Doug Loftus, CFP®
Doug Loftus, CFP®
January 13, 2015  No Comments
dentist-services

The news is out, dentists have it better than the rest! Dentist is best job in America: U.S. News. Full Article

Wealth Dimensions Quarterly Commentary – October 2014

Wealth Dimensions
Wealth Dimensions
October 27, 2014  No Comments
stock-magnifier-web

As the third quarter came to a close, the calm of record-setting low volatility had given way to a new round of market turbulence, with investors no longer choosing to ignore the combination of mounting geopolitical developments and the beginning of the end to the Federal Reserve’s “easy money” policies. Continued threats from Putin and Full Article

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

Doug Loftus, CFP®
Doug Loftus, CFP®
October 23, 2014  No Comments

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.   If you are maxing out your contribution, you will want to make sure that you Full Article

Here We Go Again!

Doug Loftus, CFP®
Doug Loftus, CFP®
October 21, 2014  No Comments

The philosopher and historian George Santayana once remarked that “Those who do not know history are doomed to repeat it.”  It seems that our politicians and their appointees have very short memories.  The housing bubble was largely created by loose lending standards, low down payments, and the failure of lenders to have “skin Full Article

Wealth Dimensions Named Goering Award Finalist

Wealth Dimensions
Wealth Dimensions
August 25, 2014  1 Comment

Cincinnati Based Financial Advisory Firm Named Finalist for 2014 Goering Center Family and Private Business Awards   Wealth Dimensions Group has been selected as a 2014 Goering Center Family and Private Business finalist. The Goering Center will host an Awards Gala on Tuesday, August 26 at Cincinnati Music Hall to recognize finalists and Full Article

2014 Best Financial Advisers for Dentists

Wealth Dimensions
Wealth Dimensions
August 20, 2014  No Comments

Dental Practice CoverWealth Dimensions Group has been selected as one of 2014 Best Financial Advisers for Dentists by Dental Practice Report magazine in their April issue. Wealth Dimensions is proud to have been listed for the fourth consecutive year. As part of the selection process, Dental Practice Report listings reviewed candidates the ensure Full Article

Quarterly Commentary – July 2014

Wealth Dimensions
Wealth Dimensions
July 20, 2014  No Comments
Europe-globe-web

The second quarter was full of surprises for global investors, as the markets had to digest disturbing geopolitical issues, the economic effects of the winter freeze and the impact of central bankers around the globe continuing their respective versions of aggressive monetary stimulus. Despite these headwinds, sentiment improved about the U.S. Full Article