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Five Steps to Tame Financial Stress

Wealth Dimensions
Wealth Dimensions
June 17, 2015  No Comments

Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you’re drowning in debt? If this describes you, you might take solace in the fact that you’re not alone. A recent report released by the American Psychological Association (APA) showed that 72% of adults feel 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

Quarterly Commentary – April 2015

Wealth Dimensions
Wealth Dimensions
May 18, 2015  No Comments

At the close of the first quarter, the global economy continued to muddle along, with falling commodity prices, foreign currency weakness, and lower bond yields present throughout most of the world. The European Central Bank’s strategy to revive Europe’s economic malaise with the introduction of its own brand of quantitative easing is in full Full Article

Taxpayer Frustration Boils Over with the IRS

Doug Loftus, CFP®
Doug Loftus, CFP®
April 22, 2015  No Comments

In a world of tax complexity, IRS letters and fraudulent returns, resolving issues with the IRS has become nearly impossible. This article from CBS highlights just how bad it has become. 8M calls unanswered as IRS cut taxpayer service. The IRS’ overloaded phone system hung up on more than 8 million taxpayers this filing season Full Article

President’s Budget a Potential Direct Hit for P&G Retirees

Doug Loftus, CFP®
Doug Loftus, CFP®
March 2, 2015  No Comments

If properly planned, P&G employees can utilize a little known area of the IRS code, Net Unrealized Appreciation (NUA) in employer securities, which allows retirees to take company shares directly as part of a one-time total lump sum distribution and only pay current tax on the trustee’s cost of the P&G shares. For most P&G Full Article

We’ve Moved

Wealth Dimensions
Wealth Dimensions
February 4, 2015  No Comments

As of Monday, February 9th, Wealth Dimensions moved and is now located at: 7870 East Kemper Road, Suite 330 Cincinnati, OH 45249-1675 Our phone number will remain the same: 513.554.6000. Click here for directions. We hope to see you soon at our new location. Full Article

Quarterly Commentary – January 2015

Wealth Dimensions
Wealth Dimensions
February 2, 2015  No Comments

At the time of our last quarterly commentary, the world was bogged down with a combination of geopolitical events and newfound market volatility. Investors in the U.S. braced for the consequences of Fed adjustments to monetary policy, and Europe was getting dangerously close to the beginning of a widespread bout of deflation. Continued reaction to 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

Wealth Dimensions Named Goering Award Finalist

Wealth Dimensions
Wealth Dimensions
August 25, 2014  1 Comment

Cincinnati Based Financial Advisory Firm Named Finalist for 2014 Goering Center Family and Private Business Awards   Wealth Dimensions Group has been selected as a 2014 Goering Center Family and Private Business finalist. The Goering Center will host an Awards Gala on Tuesday, August 26 at Cincinnati Music Hall to recognize finalists and Full Article