Back to the Basics – Bonds 101 If you have an IRA, 401(k), 403(b), 457, SEP, Simple IRA, or any other type of investment account, you have the option to …
September 2014: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
Special Feature – Estate Planning
“Should I Do a Will or a Living Trust?” A lot of people ask me: “Which is better, a Will or a Living Trust?” The answer is my favorite “lawyer …
Retirement Elevated
As you may be aware, we will be teaching classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a …
August 2014 Edition
Every month, Fourth Dimension Financial Group provides thought provoking insight in the form of a newsletter called, The Ultimate Guide for the Successful Steward. Here is the August 2014 Edition.
August 2014 Welcome Letter
Welcome to the August Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. A couple of weeks ago, I sent an email to respond to …
August 2014: Back to the Basics
Back to the Basics – Investment Management, Income Planning Retirement Advice: With Strings Attached Recent drops in the value of the stock market have reminded us that owning stocks may …
August 2014: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
Port of Call Appreciation Event
S.S. Financial Freedom Port of Call During our most recent Port of Call appreciation event, guests set sail into the sunset aboard the S.S. Financial Freedom. Our evening at the …
July 2014 Edition
Every month, Fourth Dimension Financial Group provides thought provoking insight in the form of a newsletter called, The Ultimate Guide for the Successful Steward. Here is the July 2014 Edition.
