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
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What’s the deal with your yearly free credit report?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Five creative (and inexpensive) ideas for motivating your employees.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
That big list of dreams and goals isn't the only way to look at your bucket list.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
$1 million in a diversified portfolio could help finance part of your retirement.