Engaging your children in giving through conversations and activities can unite your family towards a common goal. It can also provide a way to instill your family values about money,... Read More
Many mid-career doctors and medical specialists Wealth Dimensions works with are focused on intentionally building wealth. While they are 10 to 15 years way from retirement, they are keenly aware... Read More
Last year, the markets made a steady climb and volatility was at historic lows. Yet, so far in 2018, markets have reversed course as market momentum, and the euphoria from... Read More
The fourth quarter of 2017 capped off what turned out to be a strong year for the economy and the markets both here and abroad. Despite hazards from a tumultuous... Read More
What’s in a name? Rumor has it that the President had pushed to call the bill the “Cut, Cut, Cut Act”, but it was decided it would be called The... Read More
Understanding how to manage your financial resources is an essential life skill that is more important in today’s economy than ever before. The abundance of choices and the extension of... Read More
In the third quarter, continuing positive outlook for the global economy and better-than-expected corporate earnings were the catalysts that kept markets moving forward. Several key market indexes reached record highs... Read More
“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” ~ Hans Hofmann With the proliferation of consumer options, technology and information, the complexity of... Read More
Equity returns were positive around the globe in the second quarter with international developed and emerging markets stocks faring better than those in the U.S. Rising expectations for an acceleration... Read More
Many people think all financial planners are “certified’. However, this isn’t the case. While anyone may use the term “financial planner,” only those who have met certification and renewal requirements... Read More
A 529 plan is a tax-advantaged education savings vehicle operated by a state, state agency or educational institution that enables families to set aside funds for future college expenses. Authorized... Read More
Saving for retirement is not a priority for many Americans. Current financial opportunities often take precedence and result in delaying or reducing the amount people save for the future. With... Read More