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Know Your Destination Making Rational Decisions in an Irrational Environment Independent, Transparent, Passionate Our Value

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

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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When Do You Need a Will?

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A Fruitful Retirement: Social Security Benefit

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Saving for College 101

Here’s a crash course on saving for college.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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