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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

Flexible Options for Student Loan Payments

Doug Loftus, CFP®
Doug Loftus, CFP®
August 6, 2013  No Comments

With over $1 Trillion in outstanding student loan debt, graduates are feeling the pain of repayment.  Most graduates are unaware of the potential relief available under the Income-Based Repayment Plan offered to students with loan payments their incomes cannot support. The program limits payments to 15% of discretionary income based on income 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

2012 Best Financial Advisers for Doctors

Wealth Dimensions
Wealth Dimensions
  No Comments

Wealth Dimensions Group has been named by the national magazine, Medical Economics, as one of the Best Financial Advisers for Doctors in 2012. This list recognizes Wealth Dimensions credentials and experience with physicians, surgeons and other medical professionals. The selection process for Medical Economics was based on several criteria. This Full Article

Sales Tax Deduction For New Vehicles

atomic
atomic
December 21, 2009  No Comments

What is the credit? Only available for those vehicles purchased from February 17, 2009, through December 31, 2009, the 2009 American Recovery and Reinvestment Act permits taxpayers to take a deduction for state and local sales and excise taxes paid on the purchase of new qualifying vehicles up to the maximum purchase price of $49,500. Full Article