Tax Loss Harvesting – Financial Strategy
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.
Webinar: Understanding the Medicare Alphabet
Watch our webinar from September 2022 to understand your Medicare options.
The Wealth Dimensions Difference – Client Testimonials
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.
Split Dollar
Today, we would like to discuss one of the more complex employee benefits we have helped clients vet and determine if it fits within their financial plan – the split dollar plan.
How Inflation Impacts Your Financial Future
As we have conversations with our clients about the current economic landscape, many of the questions we answer revolve around inflation.
Navigating Through Times of Market Volatility
Financial planning can help you have peace of mind in your financial situation during times of market volatility. Watch this video to evaluate your financial plan.
Understanding Loss Aversion
There are various pitfalls related to behavioral finance but for today, we are going to dive into loss aversion.
How an Advisor Simplifies Your Life with Tom Schiller
One of the best parts of being a financial advisor is getting to help reduce clients’ stress and anxiety through simplifying their financial lives.
The Benefit of a Financial Advisor During Life Transitions
Life is full of changes, events, and milestones. From getting married, having kids, buying a home, saving for your kid’s college and your retirement to transitioning into retirement – to name a few.
Changes to the Public Student Loan Forgiveness Program
Student loan repayments make up a significant portion of household expenses for many Americans, especially in the beginning portion of their careers. These payments can delay or make it hard to save for important goals like retirement accounts and first home purchases.