I’d like to share a few important discoveries that we’ve made in our business. This list is actually pretty insightful, and it’s one that you helped us make. Those who …
Special Feature: Planning For Your IRAs
If you have at least $200,000 in your retirement accounts, it’s now more important than ever to make the right plans for your IRAs and to integrate these plans into …
2014 Year in Review – Special Feature
2014 Review “It was the best of times, it was the worst of times….” The often-quoted opening line of Charles Dickens’s Magnum Opus, A Tale of Two Cities might be …
Global Thought – Special Feature
A Holiday Gift for Everyone This article is offered by one of our money managers, Global Financial Private Capital. It does such a nice job of cutting through the clutter …
Special Feature – Estate Planning
“Should I Do a Will or a Living Trust?” A lot of people ask me: “Which is better, a Will or a Living Trust?” The answer is my favorite “lawyer …
Special Feature
A new Harvard Business Review piece, written by Robert C. Meron, the 1997 Nobel Prize winner in Economic Studies and Harvard University Professor Emeritus, is so important that I wanted …
Social Security Analyzer
In their special edition last month, Dave and Will included an offer to help you analyze your Social Security choices. Since then, the topic of Social Security has come up …
The Powerful Formula behind Our Social Security Analyzer could put Tens of Thousands of Dollars back in your pocket!
We’re guessing Social Security is a hot topic for you right now. How do we know? Well, aside from the fact that it’s all over the media, we know it …
The Four Dimension Review
Transparency is very important to us at Fourth Dimension Financial Group. The ability for you to see what is happening in your planning allows you to make wiser decisions. In …