12 Financial Tips for the Holidays
As we enter the holiday season, reflect on the year, and set goals for 2023 we thought it would be fun for our team to share the Wealth Dimensions 12 financial tips of Christmas.
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.
Changes to Student Loan Forgiveness
In recent weeks, the US Department of Education has made changes to the federal student loan forgiveness program. These changes are intended to make good on the initial promises to reform the Public Service Loan Forgiveness (PSLF) program made by the Bush administration in 2007.
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.
Five financial planning tips for early career dentists
Financial planning firm for dentists offers five financial planning tips early career dentists can use to gain financial freedom.
5 tips to start your financial spring cleaning
Spring is the perfect time to get a fresh start. While most of us think of spring cleaning for our house, it’s also an ideal time to apply the same tradition to organizing our finances. Here are a few ways to help you take charge of your financial records.
Determining the best mortgage for you
Before purchasing a home, you should understand the types of mortgage loans available and determine which one is best for your long-term financial situation.
Connecting to your future self to increase savings
To the extent that people can feel more connected to a vividly imagined future self, they should be motivated to save money in a long-term domain.