Wealth Dimensions
Featured Posts
As their lives converged, a resolute commitment was made to maximize opportunities like 401ks, setting the stage for a shared, financially secure future.
We'll walk you through essential documents that every 18-year-old should consider having so you can feel confident knowing your new adult has everything they need!
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.
In the heart of Boston, Sean and Lara found themselves on different financial pages in their early twenties. Their encounter with Wealth Dimensions would reshape their financial outlook and lay the foundation for a shared future.
At Wealth Dimensions, we understand that providing a secure future for your children and grandchildren is a top priority. We believe that education plays a crucial role in shaping that future.
In this section, we will explore some essential steps to evaluate repayment strategies and gifting options for your loved ones.
As their lives converged, a resolute commitment was made to maximize opportunities like 401ks, setting the stage for a shared, financially secure future.
We'll walk you through essential documents that every 18-year-old should consider having so you can feel confident knowing your new adult has everything they need!
The third quarter of 2023 saw a pause in what had been several months of steady market gains.
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?
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.
In the heart of Boston, Sean and Lara found themselves on different financial pages in their early twenties. Their encounter with Wealth Dimensions would reshape their financial outlook and lay the foundation for a shared future.
At Wealth Dimensions, we understand that providing a secure future for your children and grandchildren is a top priority. We believe that education plays a crucial role in shaping that future.
In this section, we will explore some essential steps to evaluate repayment strategies and gifting options for your loved ones.
As their lives converged, a resolute commitment was made to maximize opportunities like 401ks, setting the stage for a shared, financially secure future.
We'll walk you through essential documents that every 18-year-old should consider having so you can feel confident knowing your new adult has everything they need!
The third quarter of 2023 saw a pause in what had been several months of steady market gains.
Quarterly Commentary: Third Quarter Update
READ MORE >>