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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Interest Rates Have Dropped a Full Half Percent in the Last Week

January 8, 2015 by Tiffany Finney-Johnson Leave a Comment

Time to refinance? Mortgage rates for new purchases and refinancing are below 4%! I wanted to pass along a quick update to let you know that mortgage interest rates have recently dropped. It could be a great time to buy a home or refinance your current mortgage. The Wall Street Journal offers more information on […]

Filed Under: Investing

When it Rains it Pours: Considering Umbrella Coverage

August 8, 2014 by Tiffany Finney-Johnson Leave a Comment

Umbrella liability coverage, like all insurance, is something you hope to never need. But when you do need it, it can be a life saver.  It isn’t as well known as other types of insurance such as home and auto insurance, but it can be just as important. Our job as financial planners is to […]

Filed Under: Insurance

Prioritizing Retirement vs. Education Saving

July 29, 2014 by Tiffany Finney-Johnson Leave a Comment

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 […]

Filed Under: Retirement Planning

Alphabet Soup – Selecting a Financial Advisor

July 17, 2014 by Lance Alston Leave a Comment

Selecting a financial advisor is similar to selecting a primary doctor. You want someone you can trust, someone who communicates well, and someone who shares your general philosophy. But that’s not enough when you are selecting someone to help manage your life’s savings. Below are a few additional points to consider while interviewing candidates. I’ve […]

Filed Under: Investing

The Three T’s of Portfolio Management

July 10, 2014 by Lance Alston Leave a Comment

Do you have what it takes to manage your money? To successfully manage a portfolio – any portfolio – you need to possess the “three T’s” : time, temperament and training. TIME Isn’t time always the bottleneck? You can’t be a successful investor without committing a certain amount of time to the task. If you’re […]

Filed Under: Investing

The Who, How, What and Why of Portfolio Management

July 3, 2014 by Lance Alston Leave a Comment

Today I’d like to talk portfolios, but before we do let’s get some numbers on the table: There are almost 8,000 different mutual funds in the U.S. to choose from, along with over 1600 Exchange Traded Funds (ETFs) and another 6,000 individual stocks for those investors crazy enough to pick individual stocks. You’re not really […]

Filed Under: Investing

Saving for Retirement: Roth vs. Traditional IRAs

June 25, 2014 by Tiffany Finney-Johnson Leave a Comment

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 […]

Filed Under: Retirement Planning

Think You Don’t Need Disability Coverage? Time to Rethink.

June 13, 2014 by Tiffany Finney-Johnson Leave a Comment

As a working individual, especially one with a family depending on your income, one of your greatest assets is your ability to earn a paycheck. This asset is even more important as you consider that you have about a one in five chance of becoming disabled between the ages of 35 and 65.  In fact, […]

Filed Under: Insurance

Don’t Be Caught (dead) Without These Essential Estate Planning Documents

June 10, 2014 by Tiffany Finney-Johnson Leave a Comment

It’s no surprise that every financial planner suggests that clients have appropriate estate planning documents in place. But folks are often surprised that the suggestion applies to them. Many people don’t think they have sufficient assets to justify an “estate” plan.  Some already have a will, never mind that it’s older than some of their (grown) […]

Filed Under: Estate Planning Articles

Investing

March 26, 2014 by Lance Alston Leave a Comment

Coming Soon.

Filed Under: Investing, Uncategorized

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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

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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