Blog

Planning for Charitable Giving

Tom Curti
Tom Curti
December 15, 2015  No Comments

In this season of giving, many take this opportunity to give back to their community, to meaningful causes and to their favorite charities. While supporting the organizations you value is important, understanding your options for giving is just as important. According to managing member Doug Loftus, “having a planned giving strategy that is Full Article

II. A Reality Check for Your Future – Retirement Planning

Wealth Dimensions
Wealth Dimensions
December 8, 2015  No Comments
baby-boomers-bicycling

Part II: Building a Realistic Picture of Retirement One of the keys to engaging with your future may lie in the details. According to Tom Curti, managing member at Wealth Dimensions, “We guide clients through an in-depth assessment as part of our planning process that not only includes their financials, but actually starts with clarifying Full Article

I. A Reality Check for Your Future – Retirement Planning

Wealth Dimensions
Wealth Dimensions
December 1, 2015  No Comments
Young Man Seeing Old Self

What Does Retirement Look Like? 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. A recent study by Full Article