Wealth Dimensions
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The first quarter of 2023 saw a marked reversal of several market trends we observed in 2022.
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.
Meet Tim Arnold, the former owner of Arnold Printing Company, who shares his journey of finding financial security and peace of mind with Wealth Dimensions.
The first half of 2023 provided investors with plenty of headlines to digest—from a mini-banking crisis to a continuation of rising interest rates, and Congress taking the debt ceiling debate down to the wire.
Education planning is a key piece of any financial plan. Whether you're a parent, a student, or a grandparent, there are a number of variables that come into play when determining how to approach education.
There are two strategies that you need to think about to help in determining how you invest the dollars in each of those accounts – asset allocation and asset location.
That’s why we created this guide! Below you’ll find six essential concepts that, if understood and put into practice, will help you put yourself on really solid financial footing. While this isn’t an exhaustive list of what to do and it certainly isn’t meant to be prescriptive for anyone, as everyone’s financial situation and goals are different, this should help put you on the right path.
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?
Watch this video to hear what several of our clients have to say about how working with us has changed their relationship with their finances.
Today, we would like to discuss one of the more complex employee benefits we have helped clients vet and determine if it fits within their financial plan – the split dollar plan.
As we have conversations with our clients about the current economic landscape, many of the questions we answer revolve around inflation.
There are various pitfalls related to behavioral finance but for today, we are going to dive into loss aversion.
One of the best parts of being a financial advisor is getting to help reduce clients' stress and anxiety through simplifying their financial lives.
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.
Meet Tim Arnold, the former owner of Arnold Printing Company, who shares his journey of finding financial security and peace of mind with Wealth Dimensions.
The first half of 2023 provided investors with plenty of headlines to digest—from a mini-banking crisis to a continuation of rising interest rates, and Congress taking the debt ceiling debate down to the wire.
Education planning is a key piece of any financial plan. Whether you're a parent, a student, or a grandparent, there are a number of variables that come into play when determining how to approach education.
There are two strategies that you need to think about to help in determining how you invest the dollars in each of those accounts – asset allocation and asset location.
That’s why we created this guide! Below you’ll find six essential concepts that, if understood and put into practice, will help you put yourself on really solid financial footing. While this isn’t an exhaustive list of what to do and it certainly isn’t meant to be prescriptive for anyone, as everyone’s financial situation and goals are different, this should help put you on the right path.
Quarterly Commentary: 2023 Mid-Year Update
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