In the last two weeks, I’ve taught 12 hours of classes on financial retirement. The class I’m teaching is called Retirement Elevated and it’s held at BGSU at Levis Commons. …
The Stock Market is You, Me, and Everybody Else
If you’re invested in the stock market right now, like it or not, you’re casting “votes” in its campaign for growth or decline. More money in the market equates directly …
Is a 1927 Chevy on Your Retirement Bucket List?
When you consider your retirement plans, hopes, and dreams, what’s that one thing that you think about accomplishing, but immediately dismiss? Maybe it’s a dream vacation to Alaska, perhaps it’s …
Leaving Financial Talk Behind To Discuss Water Heaters, Apple, and Clutter
Can you imagine receiving an email each week that passionately discusses the features and benefits of water heaters? “Every week, it’s all about water heaters with this guy!” Well, sometimes …
How Clear Is That Crystal Ball?
Keeping with the theme of last week’s article on markets and those people who attempt to forecast them, I thought it might be fun to ask a few more questions …
Can the Financial Markets Be Trusted?
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the market is ripe for a big selloff in September or …
Who is Really “Winning” At Retirement?
I’d like to share a few important discoveries that we’ve made in our business. This list is actually pretty insightful, and it’s one that you helped us make. Those who …
Discovery Sessions
Discovery Sessions You may have heard that we’re beginning to offer something called Discovery Sessions. What is a Discovery Session? Well, I’m glad you asked. It is a free 60-minute …
A Hospital Wing, a Library, and a Garden – A Living Legacy
My role at Fourth Dimension allows me to be a fortunate bystander to some high-level financial planning. I say, ‘fortunate’, because I’m afforded the opportunity to see and interact with …
Special Feature: Planning For Your IRAs
If you have at least $200,000 in your retirement accounts, it’s now more important than ever to make the right plans for your IRAs and to integrate these plans into …