After decades of working, saving money, and just plain navigating life, retirement approaches and shocks you with its complexity. The number of things to consider when planning a retirement is …
27 Retirement Risks: Which Is (Arguably) Most Damaging?
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 …
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 …
Special Update – Big Changes Coming To Social Security
We all suspected something needed to change to get Social Security back on track. As a result of recent swift action in Congress, we’re now seeing a move toward 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 …
Big Changes Coming To Social Security
We all suspected something needed to change to get Social Security back on track. As a result of recent swift action in Congress, we’re now seeing a move toward a …
No Raise For Social Security Recipients
If you’re receiving Social Security, don’t expect a pay raise in 2016. That’s right, there is no cost of living adjustment next year. This happened in 2010 and 2011 due …
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 …