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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What are I-bonds and should they be part of my portfolio?

October 21, 2022 by Lance Alston Leave a Comment

By now you’ve probably seen several articles or heard news stories about I-bonds and the fantastic investing opportunity they currently offer.  I-bonds are specialized bonds issued by the US Treasury that are designed to adjust their yield semi-annually with the rate of inflation.  The inflation adjustments occur each year on April 1 and November 1, […]

Filed Under: Uncategorized

Our thoughts on Bear Markets

October 4, 2022 by Lance Alston Leave a Comment

Markets around the world officially entered bear market territory last week.  We understand that market declines are stressful, regardless of how many times you’ve been through this.  But we want to remind everyone that bear market risks were factored into your financial plan and specifically calculated for your cash flow projections in retirement.  We believe […]

Filed Under: Uncategorized

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

Russian Stocks – an update from DFA

March 7, 2022 by Lance Alston Leave a Comment

As of February 28th, 2022, Russian equities accounted for less than 2% of the MSCI Emerging Markets index. If you want to know how much exposure you have to Russian stocks in your portfolio, here’s an easy formula: How much do you have in stocks? Let’s say your portfolio is made of up 60% stocks […]

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Part 1 – Some thoughts on markets and current events in Europe

February 24, 2022 by Lance Alston Leave a Comment

Planning for 2022, but first… Several weeks ago, Tiffany and I met to discuss our business plan for 2022 and review the past year.  Businesses, just like families, are more successful at meeting their goals when they regularly update their financial plans.  During our meeting, we both agreed that our current financial planning environment was […]

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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 […]

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GameStop & Hedge Funds

February 5, 2021 by Lance Alston Leave a Comment

What do you think about GameStop? I have been asked that question a lot this week.  And prior to 2021, I had probably never thought about GameStop even once – ever.  In case you haven’t heard the news reports on GameStop lately, the company’s stock has been at the center of a battle between small […]

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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

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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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