Welcome to the Spring Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. It’s a running joke in our office that I can’t resist an opportunity …
Spring 2019 Edition
View PostBack To The Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …
Looking Back to 2018 to Set the Tone for the Remainder of 2019 and Beyond
After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down -7.13%. Less risky bonds, as represented by …
Spring 2019: Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best …
5 Reasons to do (or update) your Estate Planning
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd There are essentially 5 reasons why people need to set up an estate plan for themselves. A good estate …