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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

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Emerging Market Opportunities

What are your options for investing in emerging markets?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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