Early retirement? Four steps to determine your readiness
“Can I retire early?” Many of our clients in their 50s ask this. Often they’ve dedicated substantial personal time to their careers and built an enviable nest egg. They say... Read More
A tax-savings opportunity if you’re over 70 ½
Are you 70 ½ or older, charitably inclined, and own tax-deferred retirement accounts? If so, then you’re eligible for an often-overlooked tax-savings opportunity: The Qualified Charitable Distribution or QCD. The... Read More
Five ways to boost your retirement savings
How many times during 2018 did you contemplate whether or not you are saving enough for retirement? If at least once, then you should review whether you’re making the most... Read More
Do you have the right long-term disability insurance policy in place?
As part of our Intentional Wealth financial planning process, Wealth Dimensions conducts an in-depth review of each client’s insurance needs as well as the adequacy and costs of existing policies... Read More
Five financial planning tips for early career dentists
Congratulations! You’ve made it through dental school with flying colors and your career as a dentist is taking off with a healthy income and vision of someday buying into the... Read More
Ways to engage your children in giving
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
Five financial habits of highly successful doctors
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