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 Life Dimensions, we believe that until we understand you, nothing we do will make any cents.
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Helpful Content
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Surprises
Making the most of surprises is a great reason to work with us.