Welcome to the Summer Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. What is going on? Remember last fall when China threatened to dilute its …
Summer 2016 Edition
View PostBack to the Basics
As people near and enter into retirement, one activity that is quite consistent among retirees is the consolidation of various retirement accounts. After decades of saving in multiple employer-sponsored retirement …
Retirement Elevated
As you may be aware, we teach classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a serious education …
(Not-So-Brief)case Study – Special Feature
New Options for Long Term Care Planning When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded …