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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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
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.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.