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  • Income Planning, Investment Management, Retirement Thinking, The Insider / June 16, 2020

    Back To Normal. Right?

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

    Returns Risk Returns

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  • Income Planning, Investment Management, Retirement Thinking, The Insider / January 31, 2020

    Tasty Treat

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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, Investment Management, Retirement Thinking, The Insider / July 17, 2020

    The Harp Player

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  • Investment Management, The Insider / October 9, 2020

    The Election and Markets

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  • Income Planning, Investment Management, The Insider / September 18, 2020

    Drinking From The Pond

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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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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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Patience is a…Virtue?

In Investment Management, Retirement Thinking, The Insider by Adam CufrJanuary 10, 2020

Given the natural break that a new decade provides, we’ve been looking back over the last ten years to see where we’ve come from and where we may be headed …

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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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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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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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