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

Recent News

Wounded Warrior Project Recognizes Wealth Dimensions

Wealth Dimensions is honored to be recognized by the Wounded Warrior Project® for their contributions, exemplary commitment and outstanding support in 2016. The Wounded Warrior Project is dedicated to providing the best care for our wounded service men and women. The Wounded Warrior Project offers free programs

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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 to make a huge difference in our budget or saving toward our financial

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Recent Blog Articles

Brexit What's Next

Quarterly Commentary – July 2016

In the second quarter of 2016, Great Britain’s so-called “Brexit” vote, a national referendum on continued participation in the European Union, sparked an abrupt bout of global market volatility in June. Equities across the globe slumped after the Brits surprised the world by voting to leave the EU, some by double digits. In a matter of days, this market turmoil disappeared as quickly as it came and most markets ended the quarter in positive territory. For the quarter, large company US stocks, as measured by the S&P 500 were up 2.46%, while the small cap Russell 2000 ended up 3.79%.

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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.