Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks …
The Most Awful Discussion: Long Term Care
We might as well hold these meetings in a dentist’s chair, without the anesthesia. It’s just the worst. At least when you visit the dentist, you leave with that squeaky-clean …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
(Not-So-Brief)case Study – Special Feature
New Options for Long Term Care Planning When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded …
Briefcase Study
We continue to meet with people who have or had a family member who required a meaningful amount of care in a nursing situation, some lasting for years. As a …
The Fourth Dimension Weekly
The Fourth Dimension Weekly is an email newsletter that arrives each Friday morning. If you’re not receiving the Weekly, you’re missing out on timely, bite-size articles that will help you …
Should You be Scared Too?
A Free 60 Minute Discovery Session Could Change Your Entire Outlook on Retirement in Ways You Wouldn’t Expect. A recent study revealed that 43% of retirees will run out of …
The Curse of Knowledge
In the last two weeks, I’ve taught 12 hours of classes on financial retirement. The class I’m teaching is called Retirement Elevated and it’s held at BGSU at Levis Commons. …
January 2015: 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 …
November 2014: Back to the Basics
Back to the Basics – Are You Following a Proven Recipe For Your Retirement? This article of Adam’s appeared locally in the Suburban Press On November 15th. We thought you …