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  • Income Planning, Retirement Thinking, Tax Planning / February 18, 2023

    Unlocking the Mystery of Income Taxes

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 20, 2020

    Countdown Series #1 – The Journey

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  • Income Planning, Retirement Thinking, The Insider / February 21, 2020

    Countdown Series #4 – More Clutter, Less Clutter

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 17, 2020

    Which Dominos Have Fallen?

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 20, 2020

    Markets: Video Conversation Using ‘Zoom’

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 6, 2020

    Countdown Series #2 – Thinking Back, What Is Your First Memory Of…?

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  • Estate Planning, Income Planning, Investment Management, Retirement Thinking, The Insider / December 23, 2019

    Relationship Referee to the Rescue

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  • Income Planning, Retirement Thinking, The Insider / February 10, 2020

    Countdown Series #6 – When Paychecks End

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Which Dominos Have Fallen?

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Stephen HanleyMarch 17, 2020

“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet Happy St. Patrick’s day! Here’s hoping for some luck …

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Practical Actions We’re Taking

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrMarch 16, 2020

Greetings. In light of this unprecedented era of disease prevention, we’re all learning the rules of the game together. The closing of restaurants and schools, as well as the shutting …

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This Feels Different

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrMarch 13, 2020

Intellectually, you know that what’s happening will soon pass. Emotionally, you’re anxious and maybe even downright afraid. Me too. The stock market is being pummeled. As I write this, the …

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Countdown Series #2 – Thinking Back, What Is Your First Memory Of…?

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrMarch 6, 2020

In our Countdown Series, we’ve covered some of the topics that I find most interesting and important when considering how to plan a successful retirement and a lasting legacy. We …

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Countdown Series #4 – More Clutter, Less Clutter

In Income Planning, Retirement Thinking, The Insider by Adam CufrFebruary 21, 2020

Clutter, clutter, clutter. You know I can’t stand it. If you can’t stand it, you’re probably married to someone who doesn’t mind it. If you don’t mind clutter, then you’re …

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Countdown Series #5 – The Four Day Week

In Income Planning, Retirement Thinking, The Insider by Adam CufrFebruary 14, 2020

In our continuation of the Countdown Series, I’m speaking again to the aspiring retiree, but you may wish to read on even if you’re already retired. The focus that this …

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Countdown Series #6 – When Paychecks End

In Income Planning, Retirement Thinking, The Insider by Adam CufrFebruary 10, 2020

If you’re a regular reader of the Weekly, you may recall that I discussed here that the five-year anniversary of the Weekly is nearing. Well, it’s almost here. And while I’ll use …

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Tasty Treat

In Income Planning, Investment Management, Retirement Thinking, The Insider by Adam CufrJanuary 31, 2020

Tastes change as we get old(er). I remember as a kid, my grandma would serve us vanilla ice cream with malted milk powder sprinkled on top as dessert. You’d get …

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Returns Risk Returns

In Income Planning, Investment Management, Retirement Thinking, The Insider by Adam CufrJanuary 24, 2020

Retirement can be an amazing time in a person’s life (or so I’m told). Waking up each day with the opportunity to live out your agenda rather than someone else’s …

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Congress Just Passed the SECURE Act – A Pretty Big Deal For IRA Owners

In Estate Planning, Income Planning, Investment Management, Retirement Thinking, Tax Planning, The Insider by Adam CufrJanuary 4, 2020

Happy New Year! Well, 2020 has started off with a bang if you’re the owner of an IRA. On December 19th, Congress passed a spending bill that includes seismic changes …

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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 a 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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