Wealth Dimensions

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Our comprehensive guide provides a roadmap to help successfully navigate the challenges and complexities of divorce.
Our financial lives can often seem like a puzzle, with various pieces that need careful consideration. A perfect example of this is the world of inherited IRAs. In this blog, we'll break down the complexities of inherited IRAs and shed light on what you need to know.
Embarking on retirement is a profound milestone that requires meticulous preparation, encompassing both financial stability and emotional resilience. In this blog post, we delve into valuable insights that emphasize not only preparing for retirement but also navigating through and beyond it.
Markets ended 2023 on a high note, rebounding nicely after a disappointing third quarter. The year was certainly not without its challenges, including the steepest borrowing costs in over 20 years, a regional banking crisis, and escalating geopolitical turbulence.
As parents, one of the most challenging and rewarding aspects of our journey is helping our children make life-altering decisions, such as choosing the right college. It's not just about finding the best academic fit, but also ensuring our children are emotionally prepared for this significant transition. In this blog, we will explore effective ways to emotionally prepare your child for college.
Your child has been accepted to the college of their choice! Now comes the important task of figuring out how to finance their higher education journey. We understand that this can be a daunting process, but don't worry; we're here to guide you through it. In this blog, we will discuss various ways you can fund your child's college expenses.
Our comprehensive guide provides a roadmap to help successfully navigate the challenges and complexities of divorce.
Our financial lives can often seem like a puzzle, with various pieces that need careful consideration. A perfect example of this is the world of inherited IRAs. In this blog, we'll break down the complexities of inherited IRAs and shed light on what you need to know.
Embarking on retirement is a profound milestone that requires meticulous preparation, encompassing both financial stability and emotional resilience. In this blog post, we delve into valuable insights that emphasize not only preparing for retirement but also navigating through and beyond it.
As parents, one of the most challenging and rewarding aspects of our journey is helping our children make life-altering decisions, such as choosing the right college. It's not just about finding the best academic fit, but also ensuring our children are emotionally prepared for this significant transition. In this blog, we will explore effective ways to emotionally prepare your child for college.
Your child has been accepted to the college of their choice! Now comes the important task of figuring out how to finance their higher education journey. We understand that this can be a daunting process, but don't worry; we're here to guide you through it. In this blog, we will discuss various ways you can fund your child's college expenses.
In today's dynamic job market, it's increasingly rare for individuals to stick with one job throughout their entire career.
When your adult child asks for financial assistance, emotions can take over. We show you how to help without ruining your retirement.
“Can I retire early?” Many of our clients in their 50s ask this. Often they’ve dedicated substantial personal time to their careers and built an enviable nest egg. They say they’re ready to get off the treadmill.
In a study by the Bankers Life Center for a Secure Retirement, a majority of baby boomers said they were not confident they have the financial means to retire comfortably.
Building a Realistic Picture of Retirement - One of the keys to engaging with your future may lie in the details.
Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes much more challenging. That’s why a majority of people fail to achieve their long-term financial goals.
How much do you know about Social Security? You are not alone if you don’t have a full understanding of Social Security benefits.
It's been a wild year, and with that you may have some opportunities to take advantage of. With year-end approaching, we wanted to go over a few strategies that you can implement into your financial plans.
Today we’re discussing a strategy that we've deployed during times of market volatility – tax loss harvesting. We often advise clients not to make drastic moves like getting in and out of the market when the stock market is down. However, that doesn't mean we sit on our hands and do nothing.
Easy to read highlights about the 2017 Tax Reform Bill presented by Wealth Dimensions - a Cincinnati-based Wealth Manager.
Markets ended 2023 on a high note, rebounding nicely after a disappointing third quarter. The year was certainly not without its challenges, including the steepest borrowing costs in over 20 years, a regional banking crisis, and escalating geopolitical turbulence.
The third quarter of 2023 saw a pause in what had been several months of steady market gains.
The first half of 2023 provided investors with plenty of headlines to digest—from a mini-banking crisis to a continuation of rising interest rates, and Congress taking the debt ceiling debate down to the wire.
The first quarter of 2023 saw a marked reversal of several market trends we observed in 2022.
Doug and Eric Loftus recently sat down to discuss current headlines in the banking industry as we have received a lot of questions from our clients about it. One of the bigger concerns is in regards to recent news surrounding Silicon Valley Bank in California which was taken over by the FDIC and the state of California a few days later.
In the fourth quarter of 2022, markets provided some welcomed relief for investors in what had been a challenging year for both equities and fixed income.
Life Insurance policies are not a vehicle where you set it and forget it. They need to be reviewed every few years to ensure they are performing as expected, but also to confirm that they fit into your overall financial plan
Six takeaways for first-time Medicare enrollees
How doctors and dentists can ensure they have the right long-term disability insurance policy in place so that they get the coverage they expect when needed.
With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years. 
Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft.
In the heart of Boston, Sean and Lara found themselves on different financial pages in their early twenties. Their encounter with Wealth Dimensions would reshape their financial outlook and lay the foundation for a shared future.
As their lives converged, a resolute commitment was made to maximize opportunities like 401ks, setting the stage for a shared, financially secure future.
Life often presents us with unexpected twists and turns, pushing us to navigate uncharted waters. For one individual who found herself at the crossroads of change after a 20-plus year marriage, the challenge was not only emotional but also financial.
Meet Tim Arnold, the former owner of Arnold Printing Company, who shares his journey of finding financial security and peace of mind with Wealth Dimensions.
Watch this video to hear what several of our clients have to say about how working with us has changed their relationship with their finances.
Our comprehensive guide provides a roadmap to help successfully navigate the challenges and complexities of divorce.
Our financial lives can often seem like a puzzle, with various pieces that need careful consideration. A perfect example of this is the world of inherited IRAs. In this blog, we'll break down the complexities of inherited IRAs and shed light on what you need to know.
Embarking on retirement is a profound milestone that requires meticulous preparation, encompassing both financial stability and emotional resilience. In this blog post, we delve into valuable insights that emphasize not only preparing for retirement but also navigating through and beyond it.
Markets ended 2023 on a high note, rebounding nicely after a disappointing third quarter. The year was certainly not without its challenges, including the steepest borrowing costs in over 20 years, a regional banking crisis, and escalating geopolitical turbulence.
As parents, one of the most challenging and rewarding aspects of our journey is helping our children make life-altering decisions, such as choosing the right college. It's not just about finding the best academic fit, but also ensuring our children are emotionally prepared for this significant transition. In this blog, we will explore effective ways to emotionally prepare your child for college.
Your child has been accepted to the college of their choice! Now comes the important task of figuring out how to finance their higher education journey. We understand that this can be a daunting process, but don't worry; we're here to guide you through it. In this blog, we will discuss various ways you can fund your child's college expenses.

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