I got a nice surprise when I looked at the Amazon ranking for Wealthfulness on Monday morning. (Yes, I admit I check the rankings from time to time.). As I write this post, Wealthfulness is ranked #10 in the Kindle Store for Retirement Planning and #33 in books for the same category. It’s not yet […]
2019 IRA Contributions – You still have time!
Yes, markets have been volatile over the last 3 months, but don’t let short-term moves in the stock markets interrupt your long-term retirement goals. IRA contributions are designed to be long-term investments. If you were planning to make an IRA contribution when this year started, but you still haven’t done it – what are you waiting for? […]
2018 IRA Contributions
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 […]
Tax Update – Filing your 2018 taxes
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 […]
We have moved!
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
That inevitable market correction we’ve been waiting for
Winter barreled into our area last week. Late Tuesday evening I found myself in the backyard fumbling to get the outdoor faucets covered and the citrus trees inside. By then the wind chill had dropped into the teens and I was thinking to myself, “I wish I would have done this a week ago when […]
Personal Finance 101 – The Basics
I came across an article in Money Magazine online and thought you may be interested – an interview with University of Chicago professor Harold Pollack explaining his financial cheat sheet that went viral. Those of you who know me personally know I love this kind of stuff. Anything that boils down a broad concept into a nice […]
How to Control the Cost of Investing and Maximize Your Portfolio
One of the more frequent and important discussions we have with our clients concerns the cost of investing. Even a seemingly innocent one percent in unnecessary fees can crush your investments over time. Because we know this, managing the cost of investing is a key piece of the service we offer our clients. We believe […]
Clarity, Simplicity, Transparency: New Dimensions Wealth Management
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 […]
Are You Protecting Yourself from Identity Theft?
There is a new kind of thief out there, and instead of picking locks and smashing windows, he just uses the fact that you aren’t paying attention. When was the last time you looked at your credit report? I have to admit it had been a while since I looked at mine prior to last week. […]
