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Wealth Dimensions Welcomes Dan Vogelpohl as Principal

Wealth Dimensions
Wealth Dimensions
May 11, 2017  No Comments

Wealth Dimensions Group announced that Dan Vogelpohl has joined the firm as a principal. In this role, Vogelpohl will focus on building client relationships within the Greater Cincinnati community to bring the firm’s expertise to an expanded market. “Dan brings a wealth of experience and industry knowledge to this role, making him a key Full Article

Planned Giving

Wealth Dimensions
Wealth Dimensions
June 15, 2015  No Comments

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like many Americans, you too may have considered donating to charity. And though writing a check at year-end is one of the most common ways to Full Article

Dentists have the best job in America: U.S. News

Doug Loftus, CFP®
Doug Loftus, CFP®
January 13, 2015  No Comments

The news is out, dentists have it better than the rest! Full article: Dentist is best job in America: U.S. News. Dentists have the best job in the U.S., according to U.S. News and World Report’s rankings, which were released on Tuesday. The jobs selected are based on the U.S. Bureau of Labor Statistics’ predictions on Full Article

Best Financial Advisers for Doctors 2014 – Medical Economics

Wealth Dimensions
Wealth Dimensions
October 28, 2014  No Comments

Wealth Dimensions was named one of the Best Financial Advisers for Doctors by Medical Economics magazine. Wealth Dimensions is honored to be listed as one of the leading financial planning firms for 2014 that is committed to working with physicians, surgeons and other medical professionals. As part of the selection process for the Best Financial Full Article

Here We Go Again!

Doug Loftus, CFP®
Doug Loftus, CFP®
October 21, 2014  No Comments

The philosopher and historian George Santayana once remarked that “Those who do not know history are doomed to repeat it.”  It seems that our politicians and their appointees have very short memories.  The housing bubble was largely created by loose lending standards, low down payments, and the failure of lenders to have “skin Full Article

Ready or Not, Affordable Care Act Health Exchanges Launch Tuesday

Doug Loftus, CFP®
Doug Loftus, CFP®
September 27, 2013  No Comments

Although it was passed in March 2010, The Patient Protection and Affordable Care Act, commonly referred to as simply the “Affordable Care Act (ACA),” “Healthcare Reform,” or “Obamacare,” is finally ready to launch its key provisions.  As of January 1, 2014 the law will require most Americans to purchase health insurance. To Full Article

Exclusive Opportunity to Hear National Geographic Explorer

Wealth Dimensions
Wealth Dimensions
September 16, 2013  No Comments

Don’t miss this exclusive event featuring National Geographic Society Explorer for the Millennium, Wade Davis, for an evening to remember. An Evening of Exploration What:  Cocktails, Dinner & Presentation Where: Cooper Creek Event Center, 4040 Cooper Road, Blue Ash, Ohio When:  Friday, October 18, 2013 Time: 6pm to 9pm “The world in Full Article

2012 Best Financial Advisers for Dentists

Wealth Dimensions
Wealth Dimensions
May 4, 2013  No Comments

Wealth Dimensions Listed in the 2012 Best Financial Advisers for Dentists in Dental Practice Report Wealth Dimensions Group, Ltd has been named to the list of Best Financial Advisors for dentists by Dental Practice Report magazine, a leading product magazine within the dental industry. Wealth Dimensions is one of the leading independent wealth Full Article

Bank Fox in the Consumer Hen House

Doug Loftus, CFP®
Doug Loftus, CFP®
April 3, 2013  No Comments

Yesterday, I received amended account agreements from PNC Bank and thought I would take a moment to read through them. This notice appeared benign at 4 pages compared to the average bank account agreement that runs 69 pages. The document informed me that unless I notify PNC otherwise, the account agreement changes to include mandatory Full Article

Browse our Resource Centers

atomic
atomic
October 4, 2011  No Comments

At Wealth Dimensions, we have sorted through the clutter and compiled articles and other educational resources to enable you to learn about the areas of interest to you and your family. Our Resource Centers contain materials that answer many of the questions that we hear on a daily basis.  We have selected articles, videos and other Full Article