It’s a recurring theme for me: a potential client walks into the office looking for minor tweaking of their “financial plan” which consists of a mess of investments and no actual plan at all. This scenario is all too common in today’s complicated financial landscape, and it prompted me to create New Dimensions Wealth Management […]
Retirement Planning Articles: Reaching Your Lifelong Goals
For some it's something to worry about long in the future, and for others it's a frightening reality just around the corner. Whether you are on either end of the spectrum or somewhere in between, planning now for your retirement will help put your goals within reach.
Financial planning is not about meeting every goal you have. Instead it’s about setting priorities to achieve the ones that are most important to you. Every financial decision requires a cost versus benefit analysis. Most people simply can’t afford to do EVERYTHING on their goal list. One of our jobs as financial planners is to […]
A question I get asked frequently is whether a client should invest in a Traditional IRA or Roth IRA. Unfortunately, this isn’t always an easy choice. Anyone who has spoken to me (at least about retirement accounts) knows that I am a big fan of Roth IRAs. But as much as I think Roth IRAs […]