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  • Home
  • Philosophy
    • Our Mission
    • Our Approach
    • Four Dimension Review
  • Services/FAQs
    • Frequently Asked Questions
  • Events
    • Previous Events
  • Team
  • Resources
    • The Successful Steward Newsletter
      • Newsletters
      • Welcome Messages from Adam Cufr
      • Back to the Basics
      • Briefcase Study
      • The Insider
    • Planning Strategies
      • Social Security
      • Long Term Care
      • Estate Planning
      • Investment Management
      • Income Planning
      • Tax Planning
      • Retirement Thinking
      • Read All Articles
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Category Archive

  • Newsletters, October 2019 / October 24, 2019

    Fall 2019 Edition

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  • October 2019, Steward Articles, Welcome Messages from Adam Cufr / October 24, 2019

    Fall 2019 Welcome Letter

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  • Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2019, Retirement Thinking, Social Security, Steward Articles, Tax Planning / October 24, 2019

    Back To The Basics: Having a Budget vs. Budgeting

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  • Briefcase Study, Income Planning, October 2019, Social Security, Steward Articles, Tax Planning / October 24, 2019

    Fall 2019: Briefcase Study: The Pension Decision

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  • Estate Planning, October 2019, Steward Articles / October 24, 2019

    Wills vs. Trusts. Which Plan is Right for You?

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  • Investment Management, October 2019, Steward Articles, Tax Planning / October 24, 2019

    REAL Risk 101

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  • Last updated by Adam Cufr at October 24, 2019.

Newsletters, October 2019 / October 24, 2019

Fall 2019 Edition

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Fall 2019 Welcome Letter

In October 2019, Steward Articles, Welcome Messages from Adam Cufr by Adam CufrOctober 24, 2019

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 …

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Back To The Basics: Having a Budget vs. Budgeting

In Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2019, Retirement Thinking, Social Security, Steward Articles, Tax Planning by Adam CufrOctober 24, 2019

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 …

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Fall 2019: Briefcase Study: The Pension Decision

In Briefcase Study, Income Planning, October 2019, Social Security, Steward Articles, Tax Planning by Adam CufrOctober 24, 2019

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 …

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Wills vs. Trusts. Which Plan is Right for You?

In Estate Planning, October 2019, Steward Articles by Adam CufrOctober 24, 2019

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 …

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REAL Risk 101

In Investment Management, October 2019, Steward Articles, Tax Planning by Adam CufrOctober 24, 2019

Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management ‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to …

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Fourth Dimension Financial Group

27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
Phone: (419) 931-0704
Email: dave@fourthdimensionfinancial.com

About Us

Fourth Dimension Financial Group, LLC is an SEC-Registered Investment Advisor (RIA) dedicated to focusing clients on the important retirement planning decisions necessary to manage their income and wealth for a lifetime. By combining financial planning and actionable planning advice with objective investment guidance, we strive to enable clients to achieve their retirement goals and shape their legacy for generations to come.
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