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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The federal government requires deceased individuals to file a final income tax return.
Purchasing homeowners insurance is critical for protecting your home.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Gaining a better understanding of municipal bonds makes more sense than ever.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
When markets shift, experienced investors stick to their strategy.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.