Welcome to the Summer Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. If Summer Were Longer Could We Handle It? Right or wrong, many of …
Summer 2018 Edition
View PostIs the Tide about to Change? – Value Stocks vs. Growth Stocks
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Only when the tide goes out do you discover who’s been swimming naked. – Warren Buffet A classic stock investing debate has …
Is your Estate Plan Right? Get a Free Review
Over the years, I’ve written articles for The Steward teaching you about different concepts, tools and techniques for effective estate planning. Helping the clients we serve obtain the peace of …
Back To The Basics: Social Security Planning 101
Social Security Planning 101 – Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of …
Retirement Elevated: September 2018
As you may be aware, we teach classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a serious education …
