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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 Life Dimensions, we believe that until we understand you, nothing we do will make any cents.

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Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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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.

Bi-Weekly Payments

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Are Alternative Investments Right for You?

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

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