New Dimensions Wealth Management, LLC

02/07/2024

Tiffany and I are excited to share some important news about changes at New Dimensions!

We are thrilled to announce that Joy Lee has joined our team as Director of Operations. Joy and Lance started their careers over two decades ago at Carter Financial Management and then worked together again with Tiffany at JWA Financial Group.

Since then Joy has been responsible for managing teams of individuals, along with the overall client service process for Buckingham Asset Management and Beaird Harris Wealth Management. She brings over 25 years of client service experience and extensive knowledge of the Schwab platform. We are delighted to have her on the team supporting our clients.

You can find her full bio on our freshly updated website. Check it out at NDWealth.com. This update has been in the works for a while, and we are excited to share the new version with you.

04/21/2022

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: This is the s…

03/07/2022

A note from Dimensional Fund Advisors (DFA) regarding Russian stocks (3/4/2022):

" As of February 28, 2022, Russian equities represented from 0.07% to 0.42% of our US-domiciled emerging markets equity mutual funds and ETFs, compared to 1.59% in the MSCI Emerging Markets Index."

Dimensional’s systematic active approach is designed to adjust in real time to new information, including how it might impact markets and investors.

07/12/2021

Should you be concerned about inflation?

The next few months may indicate whether inflation is slowing down or changes in monetary policy are necessary. If you pay attention to financial news, you are probably seeing a lot of discussion a…

03/25/2021

Federal Tax Returns/Payments Postponed to May 17th (for Texas, Oklahoma, and Louisiana residents it is postponed to June 15th).

Tax Returns and Payments Postponed to May 17March 25, 2021 by Kristie Bueno Leave a CommentDue 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....

03/05/2021

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

There’s Still Time to Contribute to an IRA for 2020March 5, 2021 by Kristie Bueno Leave a CommentMaking 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 me...

08/31/2020

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 to not only voice their preferences, but also gives others permission to carry out their wishes at times when they cannot speak for themselves. [ 182 more words ]

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 the…

07/01/2020

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 on the NYT Best Sellers List, but I'll take it. [ 89 more words ]

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 …

06/19/2020

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? The IRS has made several changes to the contribution rules this year in response to the COVID-19 pandemic. [ 966 more words ]

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 lo…

04/10/2019

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 or Spousal IRA if you had earned income from part-time work, consulting, 1099 earned income, etc. [ 1,153 more word ]

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…

02/25/2019

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 wa…