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

    Unlocking the Mystery of Income Taxes

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  • Income Planning, Retirement Thinking, Social Security / February 14, 2023

    Social Security Strategy: Do You Have One?

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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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  • 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, Retirement Thinking, Tax Planning, The Insider / January 4, 2020

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

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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, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 16, 2020

    Practical Actions We’re Taking

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  • Income Planning, Investment Management, Retirement Thinking, The Insider / January 24, 2020

    Returns Risk Returns

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Relationship Referee to the Rescue

In Estate Planning, Income Planning, Investment Management, Retirement Thinking, The Insider by Adam CufrDecember 23, 2019

When GPS first hit the scene, you know, that voice in the car that tells you where and when to turn, relationships were changed forever. No longer were spouses engaging …

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The Breakeven Analysis: Becoming a Cowboy

In Income Planning, Investment Management, Retirement Thinking, The Insider by Adam CufrDecember 6, 2019

Predicting the future is hard. When I was a kid, I was going to grow up to be either the quarterback for the Dallas Cowboys or a semi-truck driver. It …

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The Great Decluttering

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrNovember 1, 2019

For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Looking …

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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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Sobering Statistics For Women, Maybe More So For Men

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrOctober 25, 2019

When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80% of centenarians are women As the subject of this article …

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How An Election Affects Markets

In Income Planning, Investment Management, The Insider by Adam CufrOctober 11, 2019

It’s too early to start discussing the 2020 election. That said, I’m regularly hearing concerns during meetings about the upcoming election and its possible effects on the stock market. While …

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Building Your Money Machine

In Income Planning, Investment Management, The Insider by Adam CufrSeptember 20, 2019

I’m admittedly not much of an inventor. If there’s a need to create something from nothing, there are brighter minds out there than mine. On the other hand, when I …

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Trip To the Garden Center

In Income Planning, Investment Management, Retirement Thinking, The Insider by Adam CufrSeptember 16, 2019

I’m going to tell you about our trip to the garden center to get a plan for our home’s landscaping. With that in mind, I should start by confessing to …

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The Home Improvement Dilemma

In Income Planning, Investment Management, Retirement Thinking, The Insider by Adam CufrSeptember 6, 2019

There must be something in the air. Maybe it’s just the home improvement stores’ relentless advertising. Or could it be that we’re just getting settled in for the long intense …

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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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