Predicting the future is hard. When I was a kid, I was going to grow up to be either the quarterback for the Dallas Cowboys or a semi-truck driver. It …
Breakthrough in a Box
When an Amazon box arrives at the front door, it’s an exciting moment. Is it…for me? Boy, I sure hope so (having forgotten what I may have ordered in the …
Speaking of Milestones
Back in August, I wrote about celebrating milestones (read it here). I questioned whether it’s important to celebrate milestones at all. Well, I hope you don’t mind me focusing your …
Did You Know?
Did You Know… The US saw 675,000 new people become millionaires last year? We archive our articles and newsletters on our website? We place each article into a ‘Planning Strategies’ …
The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Looking …
Fall 2019 Edition
View PostFall 2019 Welcome Letter
Welcome to the Fall Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. I’ve been struggling with nostalgia lately. I say that I’m struggling because nostalgia …
Back To The Basics: Having a Budget vs. Budgeting
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …
Fall 2019: Briefcase Study: The Pension Decision
A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement …
Wills vs. Trusts. Which Plan is Right for You?
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd As an estate planning attorney, one of the most-often asked questions I hear is, “Should I have a Will …