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 …
February 2015 Welcome Letter
Welcome to the February Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. Can you feel it? It’s either wishful thinking or a weather-predicting throbbing …
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 …
February 2015: Back to the Basics
Diversification: It’s Not Always “Trendy”, But It’s Usually Right You’ve heard it over and over: Investing is all about diversification. By spreading your savings over many different types of assets, …
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 …