Wealth Dimensions

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The end of 2023 is approaching rapidly, and it's time to take a closer look at your financial plans. In this blog, we'll discuss key items that should be on your checklist as you prepare for the year's end.
The third quarter of 2023 saw a pause in what had been several months of steady market gains.
Life often presents us with unexpected twists and turns, pushing us to navigate uncharted waters. For one individual who found herself at the crossroads of change after a 20-plus year marriage, the challenge was not only emotional but also financial.
As a business owner, you are going to be surprised by a number of challenges that pop up out of nowhere, but one potential surprise can be avoided with proper individual financial planning.
Today we’re going to talk about the lifestyle creep, how to identify it, and how to course correct if you find yourself in this situation.
There are a number of reasons why people don't engage with a financial advisor. Some may think that they don't have enough assets, some may think that waiting until retirement or closer to retirement is the best time, and others simply don't engage because they're not sure where to get started.
As a business owner, you are going to be surprised by a number of challenges that pop up out of nowhere, but one potential surprise can be avoided with proper individual financial planning.
When Eric and Anna went through their planning process and looked at their spending tab, they were surprised to see some of the leakage in their budget. Something Eric noticed early on in their marriage is how each of them had different feelings on spending. No one is right or wrong, they just value things differently.
If you're going through a divorce, you're already experiencing emotional stress. The last thing you need is additional financial stress. So here are six things that we encourage all our clients to think about.
As we enter the holiday season, reflect on the year, and set goals for 2023 we thought it would be fun for our team to share the Wealth Dimensions 12 financial tips of Christmas.
It's been a wild year, and with that you may have some opportunities to take advantage of. With year-end approaching, we wanted to go over a few strategies that you can implement into your financial plans.
Our leadership team at Wealth Dimensions cares deeply for all our clients, which has led them to hire somebody like Isla. So, what does Client Ambassador mean?
Learn how to engage children in giving. Best practices are shared by Wealth Dimensions, a Cincinnati-based financial planning firm.
A 529 plan is a tax-advantaged education savings vehicle operated by a state, state agency or educational institution that enables families to set aside funds for future college expenses.
Recognizing the potential value of every dollar is a key step to achieve prosperity. Saving money relies on the importance of the time value of money. 
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.
The end of 2023 is approaching rapidly, and it's time to take a closer look at your financial plans. In this blog, we'll discuss key items that should be on your checklist as you prepare for the year's end.
The third quarter of 2023 saw a pause in what had been several months of steady market gains.
Life often presents us with unexpected twists and turns, pushing us to navigate uncharted waters. For one individual who found herself at the crossroads of change after a 20-plus year marriage, the challenge was not only emotional but also financial.
As a business owner, you are going to be surprised by a number of challenges that pop up out of nowhere, but one potential surprise can be avoided with proper individual financial planning.
Today we’re going to talk about the lifestyle creep, how to identify it, and how to course correct if you find yourself in this situation.
There are a number of reasons why people don't engage with a financial advisor. Some may think that they don't have enough assets, some may think that waiting until retirement or closer to retirement is the best time, and others simply don't engage because they're not sure where to get started.

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