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Saving Dollars Now Can Change Your Future

Wealth Dimensions
Wealth Dimensions
April 4, 2016  No Comments
Saving money dollars

It’s easy to fall into the habit of spending a few extra dollars here and there without really thinking about it. With small amounts, we often believe that it’s not really going to make a huge difference in our budget or saving toward our financial plan. Of course, we continue to spend a little more Full Article

Long-term Care – Purchasing Insurance

Wealth Dimensions
Wealth Dimensions
March 1, 2016  No Comments
physician

With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years. Annually more than 8 million people receive support from long-term care (LTC) services. What is long-term care? When a chronic condition or illness limits an individual’s ability to perform basic self-care Full Article

Protect Yourself from Identity Theft

Wealth Dimensions
Wealth Dimensions
February 4, 2016  No Comments
Victim of Identity Theft

Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft. Plus, it‘s almost impossible to do business and not expose personally identifying information—names, addresses, Social Security numbers, credit card numbers or other account numbers—with stores, restaurants, financial institutions, Full Article

Quarterly Commentary – January 2016

Wealth Dimensions
Wealth Dimensions
January 25, 2016  No Comments
World map connected

In this Issue: A View from Home Field The China Syndrome Currency Crossroads Oil: Boom or Bust? It’s a Complicated, Interconnected World In 2015, U.S. equity markets experienced periods of fits and starts, yet finished the year close to where they started. After hitting record highs in May, the markets experienced their first correction since Full Article

Should You Buy or Lease Your Next Car?

Wealth Dimensions
Wealth Dimensions
January 15, 2016  No Comments
car-key

If it’s time to replace your car, you’ll need to decide whether to buy or lease your next vehicle. The best option depends on several factors—your budget, driving needs, lifestyle and credit history. Start by comparing the options and identify the best options prior to heading to the dealership. LEASING Today more than one out Full Article

One of the Best Financial Advisers for Doctors 2015

Wealth Dimensions
Wealth Dimensions
January 4, 2016  No Comments
physician

Wealth Dimensions Group has been named to the Medical Economics list of Best Financial Advisers for Doctors for 2015.  The team at Wealth Dimensions is honored to qualify as one of the leading financial planning firms for physicians. Wealth Dimensions has developed a deep understanding of the needs of doctors and other medical specialists over Full Article

Determining the Best Mortgage for You

Tom Curti
Tom Curti
  No Comments
house-sale-sign

Before purchasing a home, you should understand the types of mortgage loans available and determine which one is best for your long-term financial situation. Decide how long you plan to stay in the home, calculate your down payment, review your credit score and outstanding debt and take into account your income stability. Then, compare loans Full Article

Planning for Charitable Giving

Tom Curti
Tom Curti
December 15, 2015  No Comments
Charitable-Giving

In this season of giving, many take this opportunity to give back to their community, to meaningful causes and to their favorite charities. While supporting the organizations you value is important, understanding your options for giving is just as important. According to managing member Doug Loftus, “having a planned giving strategy that is Full Article

II. A Reality Check for Your Future – Retirement Planning

Wealth Dimensions
Wealth Dimensions
December 8, 2015  No Comments
baby-boomers-bicycling

Part II: Building a Realistic Picture of Retirement One of the keys to engaging with your future may lie in the details. According to Tom Curti, managing member at Wealth Dimensions, “We guide clients through an in-depth assessment as part of our planning process that not only includes their financials, but actually starts with clarifying Full Article

I. A Reality Check for Your Future – Retirement Planning

Wealth Dimensions
Wealth Dimensions
December 1, 2015  No Comments
Young Man Seeing Old Self

What Does Retirement Look Like? Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes much more challenging. That’s why a majority of people fail to achieve their long-term financial goals. A recent study by Full Article