Understanding Risk
Understanding You First
How did you get to where you are? Where would you like to go? What keeps you up at night? What makes you happy? How do you describe success? How do you make choices? What are your biggest challenges?
To best serve you, we must first understand you. We strive to understand you holistically, as a human being. Finances represent just one aspect of your greater self and that greater self is not a number. At Financial Dimension, we believe that until we understand you, nothing we do will make any cents.
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Helpful Content
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.