Wealth Dimensions Group Celebrates 30 Years of Service (1986-2016)

Recent News

Overcoming Behavioral Biases

Behavioral science helps us understand what obstacles interfere with our ability to make sound decisions that align with our best interests and long-term goals. There are a number of learned behavioral biases

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Saving Dollars Now Can Change Your Future

It’s easy to fall into the habit of spending a few extra dollars here and there without really thinking about it. With small amounts, we often believe that it’s not really going

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Recent Blog Articles

Stock Market Numbers Arrow Going Up

Quarterly Commentary – April 2017

Thankfully, 2017 started out on a far more positive note than the first quarter of 2016. Last year’s record-breaking poor first quarter performance seemed like a distant memory, as corporate earnings growth and prospects for newfound economic prosperity under the Trump administration continued to feed the post-election rally.  For the quarter, the S&P 500 gained 6.1% and smaller companies in the Russell 2000, which had outperformed large caps by a significant margin in 2016, advanced 2.47%. Foreign stocks, as measured

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Items of Interest

Millennials vs. Boomers – How Wide Is the Gap?

Texting versus email (or even snail mail). Angry Birds versus Monopoly. “The Theory of Everything” versus “The Sound of Music.” “Dancing with the Stars” versus “American Bandstand.” It’s no secret that there are a lot of differences between baby boomers, born

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Planned Giving

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.

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Resource Center

Working During Retirement

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work…

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Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools…

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The Wealth Dimensions Experience

Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.