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  • Home
  • Philosophy
    • Our Mission
    • Our Approach
    • Four Dimension Review
  • Services/FAQs
    • Frequently Asked Questions
  • Events
    • Previous Events
  • Team
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    • The Successful Steward Newsletter
      • Newsletters
      • Welcome Messages from Adam Cufr
      • Back to the Basics
      • Briefcase Study
      • Weekly Articles
    • Planning Strategies
      • Social Security
      • Long Term Care
      • Estate Planning
      • Investment Management
      • Income Planning
      • Tax Planning
      • Retirement Thinking
      • Read All Articles
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Estate Planning

  • Articles, Estate Planning, Income Planning, Investment Management, Weekly Articles / January 4, 2019

    A Box of Catharsis

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  • Articles, Estate Planning, Income Planning, Investment Management, Retirement Thinking, Weekly Articles / November 16, 2018

    Aging and Laundry: Please Make it Stop

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  • Articles, Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, Weekly Articles / September 14, 2018

    Can There Be a Retirement Planning Formula?

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  • Articles, Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, Weekly Articles / October 12, 2018

    The Market Seems Angry; How Are You Feeling?

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  • Articles, Estate Planning, Investment Management, Retirement Thinking, Weekly Articles / August 19, 2018

    Is Your Home An Asset?

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  • Articles, Estate Planning, October 2018 / October 22, 2018

    Are Your Helpers Prepared?

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  • Articles, August 2018, Estate Planning / August 7, 2018

    Is your Estate Plan Right? Get a Free Review

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  • Articles, August 2018, Back to the Basics, Estate Planning, Investment Management, Retirement Thinking / August 7, 2018

    Back To The Basics: Social Security Planning 101

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Healthcare May Be Broken, But Your Retirement Plan Doesn’t Need To Be

In Articles, Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, Weekly Articles by Adam CufrJune 24, 2017

Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes, and you’ll be fine. It sounds so simple, and it …

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The only constant thing in our lives is change.

In April 2017, Articles, Estate Planning by Adam CufrApril 27, 2017

by Richard Chamberlain Most people already understand that regular maintenance is necessary with almost any item, to avoid major problems and the potential for much higher expense down the road. …

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When Planning Can Be Used To Protect A Loved One

In Articles, August 2017, Estate Planning by Adam CufrAugust 1, 2017

by Richard Chamberlain Over the years of serving as an estate planning attorney, I’ve noticed that many people view the concept of estate planning in a very straight-forward, transactional manner, …

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Still So Torn Over Long Term Care

In Articles, Estate Planning, Income Planning, Long Term Care, Weekly Articles by Adam CufrMarch 24, 2017

Of all the planning that we do for families, the one area that’s continued to haunt me has been that of long term care (‘LTC’). By contrast, I feel great …

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The Fiduciary Standard And You (And Us)

In Articles, Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, Weekly Articles by Adam CufrFebruary 10, 2017

If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …

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Opposites Attract: The Marriage Dynamic in Retirement Planning

In Articles, Estate Planning, Income Planning, Investment Management, Weekly Articles by Adam CufrFebruary 3, 2017

A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …

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“What happens when my spouse dies”

In Articles, Estate Planning, Income Planning, Investment Management, Long Term Care, Social Security, Tax Planning, Weekly Articles by Adam CufrDecember 10, 2016

In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will …

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Times Like These: Why Clear Financial Objectives Are So Important

In Articles, Estate Planning, Income Planning, Investment Management, Long Term Care, Social Security, Tax Planning, Weekly Articles by Adam CufrDecember 2, 2016

When I first began doing this work, a bit more than 15 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches (one of whom …

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A 108-Year legacy – Wow.

In Articles, Estate Planning, Weekly Articles by Adam CufrNovember 4, 2016

The Cubs win! The Cubs win! In what will likely be described for years to come as one of the greatest baseball games and series of all-time, the Chicago Cubs …

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Love Is A Verb – Planning For Caregivers

In Articles, Estate Planning, Weekly Articles by Adam CufrOctober 21, 2016

My grandmother, Mary, passed away last week at the age of 99. A kind, service-oriented woman who packed two lifetimes into her one, she exemplified what it means to have …

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Contact Us

Fourth Dimension Financial Group

27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
Phone: (419) 931-0704
Email: dave@fourthdimensionfinancial.com

About Us

Fourth Dimension Financial Group, LLC is an SEC-Registered Investment Advisor (RIA) dedicated to focusing clients on the important retirement planning decisions necessary to manage their income and wealth for a lifetime. By combining financial planning and actionable planning advice with objective investment guidance, we strive to enable clients to achieve their retirement goals and shape their legacy for generations to come.
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