I couldn’t believe it was happening; it felt impossible. Before I share the moment, let me set the stage. Because my wife, Carie, and I have benefitted so much from …
Five Puppies!
Who doesn’t like puppies, right? Their little tails, wet puppy noses, floppy ears? A puppy is the ultimate antidote to a bad mood. That is, until you have to clean …
Back to the Basics
Retirement planning is essentially a risk management process. If markets experience uninterrupted growth, inflation remains low, interest rates are fairly normal, and health remains good, there’s not much left to …
By the Numbers
How many years did you work to accumulate your nest egg? Market losses = Time Losses Like many of the Stewards we work with, most began working around 25 years …
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 …
Briefcase Study: Those Pesky Remaining Debts
Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot …
(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
When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded history. That’s right, ever. As I write …
If Only Investing Was More Like Sports
If you own a TV or a computer, or have another human being in your life who remotely likes sports, you saw the shot. Villanova’s Kris Jenkins hit a buzzer-beating …
Issue 52
For those of you who are counting (I’m pretty sure it’s none of you), this issue of the Fourth Dimension Weekly Newsletter is number 52! That’s right, we’ve been faithfully …