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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.