Wealth Planning

A tax-savings opportunity if you’re over 70 ½

March 7, 2019 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

January 25, 2019 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?

September 4, 2018 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

June 21, 2018 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

May 14, 2018 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

Highlights of The Tax Cuts and Jobs Act of 2017

January 30, 2018 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

Financial literacy for your financial well-being

December 15, 2017 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

Simplifying the complex: Going beyond the numbers

August 15, 2017 “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

What’s a Certified Financial Planner?

July 6, 2017 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

What you need to know about 529 college savings plans

June 21, 2017 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

Why saving for retirement is difficult

May 15, 2017 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