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. …
An Excerpt from Advance – Your Guide to 401K Wealth Building
I’ll bet there are a lot of families we serve that aren’t aware that Fourth Dimension provides retirement plan services to a number of businesses and non-profit organizations across the …
Investing Insights
by Stephen L. Hanley Chartered Portfolio Manager® and owner of Evergreen Wealth Management, Stephen Hanley, assists many of our clients through customized portfolio solutions and sophisticated investing strategies. Each quarter …
8 Ways to Maintain or Improve Your Lifestyle in Retirement
Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to …
When Planning Can Be Used To Protect A Loved One
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, …
Harvesting Consistent Income from Dividend Stocks
by Stephen L. Hanley Over the last 50 years, dividends have provided nearly half of the stock market’s returns on investment (ROI). The performance of the S&P 500 over the …
Back To The Basics: A Surprising Truth About Money
When investors look at their account statements during the accumulation (savings) phase of their life, they will generally process what they see as a single, lump sum amount. “I have …
Back to the Basics: Fundamental Investing
by Stephen L. Hanley Through many years of experience working with clients and advisors alike, it’s become clear to me that many struggle with the fundamental concepts of investing. Investing …
Retirement Success: The Forced Savings Solution
If you were to ask retirees what was the single biggest factor in their ability to retire, the answer might lie in the fact that they began saving early, saved …
Edition #108
It dawned on me that the 2nd anniversary of writing the Fourth Dimension Weekly Newsletter (the ‘Weekly’) must be near, so I went back into the archives and looked. Nope, …