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Turning 50? Catch Up on Retirement Savings-Kiplinger

Wealth Dimensions
Wealth Dimensions
July 8, 2015  No Comments

You can start contributing more cash to your IRA, 401(k) and other retirement accounts once you reach the milestone. Are you afraid you haven’t saved enough for retirement? If you’re 50 or older, the tax code gives you lots of incentives to make up for lost time. Start with your individual retirement account. This year, anyone Full Article

Five Steps to Tame Financial Stress

Wealth Dimensions
Wealth Dimensions
June 17, 2015  No Comments

Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you’re drowning in debt? If this describes you, you might take solace in the fact that you’re not alone. A recent report released by the American Psychological Association (APA) showed that 72% of adults feel Full Article

Your Credit Profile

Wealth Dimensions
Wealth Dimensions
June 15, 2015  No Comments
your credit profile

New Protections to Ensure a Good Credit Profile Your credit profile can make a big difference in your financial life. Not only for major purchases, like a home or car, but also for college loans, credit card terms, and insurance premiums. It’s  important to pay attention to your credit score and your credit report. A Full Article

Planned Giving

Wealth Dimensions
Wealth Dimensions
  No Comments

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. And though writing a check at year-end is one of the most common ways to Full Article

Quarterly Commentary – April 2015

Wealth Dimensions
Wealth Dimensions
May 18, 2015  No Comments

At the close of the first quarter, the global economy continued to muddle along, with falling commodity prices, foreign currency weakness, and lower bond yields present throughout most of the world. The European Central Bank’s strategy to revive Europe’s economic malaise with the introduction of its own brand of quantitative easing is in full Full Article

Taxpayer Frustration Boils Over with the IRS

Doug Loftus, CFP®
Doug Loftus, CFP®
April 22, 2015  No Comments

In a world of tax complexity, IRS letters and fraudulent returns, resolving issues with the IRS has become nearly impossible. This article from CBS highlights just how bad it has become. 8M calls unanswered as IRS cut taxpayer service. The IRS’ overloaded phone system hung up on more than 8 million taxpayers this filing season Full Article

President’s Budget a Potential Direct Hit for P&G Retirees

Doug Loftus, CFP®
Doug Loftus, CFP®
March 2, 2015  No Comments

If properly planned, P&G employees can utilize a little known area of the IRS code, Net Unrealized Appreciation (NUA) in employer securities, which allows retirees to take company shares directly as part of a one-time total lump sum distribution and only pay current tax on the trustee’s cost of the P&G shares. For most P&G Full Article

We’ve Moved

Wealth Dimensions
Wealth Dimensions
February 4, 2015  No Comments

As of Monday, February 9th, Wealth Dimensions moved and is now located at: 7870 East Kemper Road, Suite 330 Cincinnati, OH 45249-1675 Our phone number will remain the same: 513.554.6000. Click here for directions. We hope to see you soon at our new location. Full Article

Quarterly Commentary – January 2015

Wealth Dimensions
Wealth Dimensions
February 2, 2015  No Comments

At the time of our last quarterly commentary, the world was bogged down with a combination of geopolitical events and newfound market volatility. Investors in the U.S. braced for the consequences of Fed adjustments to monetary policy, and Europe was getting dangerously close to the beginning of a widespread bout of deflation. Continued reaction to Full Article

Dentists have the best job in America: U.S. News

Doug Loftus, CFP®
Doug Loftus, CFP®
January 13, 2015  No Comments

The news is out, dentists have it better than the rest! Full article: Dentist is best job in America: U.S. News. Dentists have the best job in the U.S., according to U.S. News and World Report’s rankings, which were released on Tuesday. The jobs selected are based on the U.S. Bureau of Labor Statistics’ predictions on Full Article