New Dimensions Wealth Management

Wealth Management for Smart People

550 S. Watters Road, Suite 242
Allen, Texas 75013
972-972-8565
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    • Tiffany Finney-Johnson, CFP®
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It’s that time of year again!

April 21, 2022 by Kristie Bueno Leave a Comment

Part of our commitment to you and your financial plan is keeping your information up to date. If you have not already done so, please upload your 2021 Tax Return to our Client Portal: https://wealth.emaplan.com/ema/charlesschwab/ndwealth This is the safest and most secure way to get your private financial documents to us. As a reminder – […]

Filed Under: Tax Planning

Should You Be Concerned About Inflation?

July 12, 2021 by Kristie Bueno Leave a Comment

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U), often called headline inflation, rose at an annual rate […]

Filed Under: General Finance

Tax Returns and Payments Postponed to May 17

March 25, 2021 by Kristie Bueno Leave a Comment

Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020 federal income tax returns and make tax payments has been postponed by the IRS from Thursday, April 15, 2021, to Monday, May 17, 2021. No interest, penalties, or additions to tax will be incurred by taxpayers during […]

Filed Under: Tax Planning, Uncategorized

There’s Still Time to Contribute to an IRA for 2020

March 5, 2021 by Kristie Bueno Leave a Comment

Making a last-minute contribution to an IRA may help you reduce your 2020 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Saver’s Credit for 2020 based on your contributions to […]

Filed Under: Uncategorized

Estate Planning Documents – Is your family prepared?

August 31, 2020 by Kristie Bueno 1 Comment

One of the first priorities for our financial planning and wealth management clients is to have appropriate estate documents in place. While most people consider estate planning documents to be their Will and/or Trust, they also include necessary Power of Attorney designations, Medical Directives and HIPAA designations. The combination of these documents allows an individual […]

Filed Under: Estate Planning Articles

2018 IRA Contributions

April 10, 2019 by Kristie Bueno Leave a Comment

Don’t forget about your 2018 IRA contributions. As you know, Lance and I are big fans of Roth IRA savings.  We’re also in favor of lowering your tax bill whenever possible.  Even if one or both of you are not working full time, you may still be able to contribute to a Traditional IRA, Roth IRA […]

Filed Under: Retirement Planning, Tax Planning

Tax Update – Filing your 2018 taxes

February 25, 2019 by Kristie Bueno Leave a Comment

Tax Update – Filing your 2018 taxes By now, you’ve probably heard news reports regarding the tax law changes for 2018.  Last year Congress enacted the largest tax reform in decades, and we want you to be aware of how those changes might affect your tax return. Here are a few things to keep in […]

Filed Under: Tax Planning

We have moved!

February 4, 2019 by Kristie Bueno Leave a Comment

HAPPY 2019! Don’t Forget – We have moved our office and will not be receiving mail or phone calls at the old location after Jan 31. Here is our new address & phone number: 550 S. Watters Road / Suite 242 / Allen, TX / 75013 (972) 972-8565

Filed Under: Uncategorized

Recent Posts

  • What are I-bonds and should they be part of my portfolio?
  • Our thoughts on Bear Markets
  • It’s that time of year again!
  • Russian Stocks – an update from DFA
  • Part 1 – Some thoughts on markets and current events in Europe

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550 S. Watters Road, Suite 242
Allen, Texas 75013

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For more than 20 years I have been helping individuals in Allen, McKinney, Plano and the surrounding areas plan for their financial futures. I am fortunate to love my work and look forward to meeting with my clients and helping them achieve their financial goals each day. Read More…

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For more than 15 years, I have been working in the financial services industry, helping individuals and families in Allen, McKinney, Plano and the north Dallas area create strategies to achieve their financial goals.

I'd love to help you reach yours. Read More…

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