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 September 2014 Edition.
September 2014 Welcome Letter
Welcome to the September Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. Just about everyone is affected by back-to-school activities in some way, shape, …
September 2014: Back to the Basics
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 …
