Wealth Dimensions

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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.
In the fourth quarter of 2022, markets provided some welcomed relief for investors in what had been a challenging year for both equities and fixed income.
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.
In this blog post, we discuss the stock market, challenges with investing, changes to financial planning, and the economic outlook for 2023. 
Herd mentality comes from the idea that following the crowd will lead to your desired goals based on the assumption that the knowledge of the many must be greater than that of the few, or the actions of the many must be more accurate than the actions of the few.
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.
Are you saving enough for retirement? Here are five ways individuals can boost their retirement savings and achieve their financial goals.
How doctors and dentists can ensure they have the right long-term disability insurance policy in place so that they get the coverage they expect when needed.
Wealth Dimensions, Cincinnati financial planning firm, shares five financial habits highly successful doctors. The firm works extensively with doctors.
Becoming financially literate begins with learning a few key principles that provide a strong foundation for building a financially stable future.
What can be done to deal with this complexity in order to make the right decisions for your future?
Many people think all financial planners are “certified’. However, this isn’t the case. While anyone may use the term “financial planner,” only those who have met certification and renewal requirements of the CFP® Board can display the CFP® certification marks.
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.
In the fourth quarter of 2022, markets provided some welcomed relief for investors in what had been a challenging year for both equities and fixed income.
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.
In this blog post, we discuss the stock market, challenges with investing, changes to financial planning, and the economic outlook for 2023. 
Herd mentality comes from the idea that following the crowd will lead to your desired goals based on the assumption that the knowledge of the many must be greater than that of the few, or the actions of the many must be more accurate than the actions of the few.
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.

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