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  • Income Planning, Investment Management, The Insider / August 26, 2019

    The Market, As Seen By Rip

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

    Countdown Series #6 – When Paychecks End

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  • Income Planning, Investment Management, Steward Articles, The Insider / January 6, 2017

    Old Music Is Better Than New Music

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  • Estate Planning, Income Planning, Investment Management, Steward Articles, Tax Planning, The Insider / September 4, 2015

    Classing Up the Place

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 13, 2020

    This Feels Different

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

    Back To The Basics: Having a Budget vs. Budgeting

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Steward Articles, Tax Planning, The Insider / February 10, 2017

    The Fiduciary Standard And You (And Us)

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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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Opposites Attract: The Marriage Dynamic in Retirement Planning

A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …

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The Logic And Emotion Of DOW 20,000

As I write this, the Dow Jones Industrial Average (“the DOW”) is on the brink of breaking through 20,000. This has never been done, and feels like a meaningful milestone. …

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Old Music Is Better Than New Music

Everybody knows that old music is far better than new music. In fact, can you even call this new stuff music at all? It’s just noise. Said every generation ever. …

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“What happens when my spouse dies”

In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will …

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Times Like These: Why Clear Financial Objectives Are So Important

When I first began doing this work, a bit more than 15 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches (one of whom …

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What Is The ‘Fourth Dimension?

What’s in a name, really? Your name certainly means something to you, and to the people or person who named you. For example, my name, Adam, has a few meanings: …

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10 Ways To Improve Your Family’s Future, Starting With You

I rarely, if ever, play re-runs of my writing. TV shows often do it, and so do radio programs. I’ve chosen to create new content each week, until today. You …

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2 Ways To Estimate Retirement Expenses; One Fast, One Slow

Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your …

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The Pension Lump Sum Decision We All Must Make

A trend over the past few years has been for companies to offer their more seasoned employees, who are part of a traditional pension plan, to accept a lump sum …

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A Single Pill For a Successful Retirement?

Dave and I recently attended the Global Leadership Summit, a two-day intensive deep-dive into all things leadership, simulcast all over the world. There were many big ideas, game-changing revelations, and …

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FOURTH DIMENSION FINANCIAL GROUP

27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
419-931-0704
dave@fourthdimensionfinancial.com

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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Featured Articles

Turning Retirement Savings into Reliable Income (Without Guessing)

When Should You Talk to a Financial Advisor Before Retirement?

When Everyone’s Watching but No One’s Helping: The Caregiver’s Bystander Trap

The Cure for Retirement Anxiety

The Joy of the Splurge

Who Goes First? Planning for the Inevitable (Without Losing Sleep Over It)

No Returns, No Regrets

The Best Investment You’ll Ever Make (And It’s Not in the Market)

‘The Market’ Isn’t Your Portfolio

The Hidden Cost of Debt

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