News

Supreme Court Upholds Health Insurance Subsidies

Wealth Dimensions
Wealth Dimensions
June 29, 2015  No Comments

In the case of King v. Burwell (Case Number 14-114), petitioners argued that the language of the Affordable Care Act (ACA) specifically provides that health insurance subsidies can only be issued through state-based exchanges (also referred to as marketplaces) and not through the federal exchange. In a 6-3 decision issued June 25, the U.S. Supreme Full Article

Millennials vs. Boomers – How Wide Is the Gap?

Wealth Dimensions
Wealth Dimensions
June 17, 2015  No Comments

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 between 1946-1964, and 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

Best Financial Advisers for Doctors 2014 – Medical Economics

Wealth Dimensions
Wealth Dimensions
October 28, 2014  No Comments

Wealth Dimensions was named one of the Best Financial Advisers for Doctors by Medical Economics magazine. Wealth Dimensions is honored to be listed as one of the leading financial planning firms for 2014 that is committed to working with physicians, surgeons and other medical professionals. As part of the selection process for the Best Financial Full Article

2014 Best Financial Advisers for Dentists

Wealth Dimensions
Wealth Dimensions
August 20, 2014  No Comments

Dental Practice CoverWealth Dimensions Group has been selected as one of 2014 Best Financial Advisers for Dentists by Dental Practice Report magazine in their April issue. Wealth Dimensions is proud to have been listed for the fourth consecutive year. As part of the selection process, Dental Practice Report listings reviewed candidates the ensure Full Article

Quarterly Commentary – July 2014

Wealth Dimensions
Wealth Dimensions
July 20, 2014  No Comments

The second quarter was full of surprises for global investors, as the markets had to digest disturbing geopolitical issues, the economic effects of the winter freeze and the impact of central bankers around the globe continuing their respective versions of aggressive monetary stimulus. Despite these headwinds, sentiment improved about the U.S. Full Article

Top 7 Ideas Shaping Tomorrow

Wealth Dimensions
Wealth Dimensions
May 13, 2014  No Comments
Fidelity Executive Forum 2014

After recently attending Fidelity’s Executive Forum 2014 in Orlando, I wanted to share what I found to be the top concepts presented by some of today’s prominent thought leaders and their perspectives on the dynamic world in which we live. The Importance of Filters in our Information-rich Environment. Andrew Zolli from PopTech described our Full Article