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.Meet the Team Our Philosophy Financial Concepts
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
What can be learned from the savings rate?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The item most homeowners forget on their home improvement project checklist is insurance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
Women must be ready to spend, on average, more years in retirement than men.