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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Amazon Top 10

July 1, 2020 by Lance Alston Leave a Comment

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 […]

Filed Under: Investing, Retirement Planning, Wealthfulness

2019 IRA Contributions – You still have time!

June 19, 2020 by Lance Alston Leave a Comment

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?  […]

Filed Under: Retirement Planning, Tax Planning

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

That inevitable market correction we’ve been waiting for

November 24, 2018 by Lance Alston 2 Comments

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 […]

Filed Under: Investing

Personal Finance 101 – The Basics

January 8, 2016 by Tiffany Finney-Johnson Leave a Comment

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 […]

Filed Under: General Finance

How to Control the Cost of Investing and Maximize Your Portfolio

February 13, 2015 by Tiffany Finney-Johnson Leave a Comment

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 […]

Filed Under: Investing

Clarity, Simplicity, Transparency: New Dimensions Wealth Management

February 2, 2015 by Lance Alston Leave a Comment

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 […]

Filed Under: Retirement Planning

Are You Protecting Yourself from Identity Theft?

January 26, 2015 by Tiffany Finney-Johnson 1 Comment

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. […]

Filed Under: Insurance

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

More About Us

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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