To Sell or Not to Sell? 4 Things Business Owners Should Consider
As a business owner, you are going to be surprised by a number of challenges that pop up out of nowhere, but one potential surprise can be avoided with proper individual financial planning.
The Lifestyle Creep
Today we’re going to talk about the lifestyle creep, how to identify it, and how to course correct if you find yourself in this situation.
When to Bring In An Advisor
There are a number of reasons why people don’t engage with a financial advisor. Some may think that they don’t have enough assets, some may think that waiting until retirement or closer to retirement is the best time, and others simply don’t engage because they’re not sure where to get started.
Secure Your Legacy – Client Testimonial
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.
Education Planning
Education planning is a key piece of any financial plan. Whether you’re a parent, a student, or a grandparent, there are a number of variables that come into play when determining how to approach education.
Where Do You Invest Your Dollars
There are two strategies that you need to think about to help in determining how you invest the dollars in each of those accounts – asset allocation and asset location.
The Guide to Financial Planning for Rising Professionals: 6 Tips to Set Yourself Up for Long-Term Success
That’s why we created this guide! Below you’ll find six essential concepts that, if understood and put into practice, will help you put yourself on really solid financial footing. While this isn’t an exhaustive list of what to do and it certainly isn’t meant to be prescriptive for anyone, as everyone’s financial situation and goals are different, this should help put you on the right path.
Simple Estate Planning for Young Families
As a young family, you may not have given much thought to estate planning. Many young couples think it is only for the elderly or super wealthy. Plus, it is never fun to contemplate an unforeseen tragedy happening to you or your family.
Different Savings Buckets
One of the best ways to gain wealth and financial independence is to build a diversified portfolio from both an investment and tax perspective. While there are many different account types and holdings, we’re going to walk you through the three primary tax buckets: taxable accounts, tax-deferred accounts, and tax-free accounts.
How to Prioritize Where Cash Goes
Money can be a source of stress for many people. When you have competing options for your hard-earned dollars, like paying off loans, saving for retirement and lifestyle spending, it can be difficult to manage and know you’re on the right path. This can prove especially tough for those in the earlier stages of wealth accumulation, so I’ll walk you through some basic principles.