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
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Rightsizing for Retirement
What does your home really cost?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.