We’re in the business of helping people by building retirement plans with and for them. Perhaps for you. As part of that process, we meet regularly to ensure that the …
Six Of One, Half Dozen Of The Other
Certain tools are extremely useful in making our lives easier. This makes intuitive sense since a tool was likely invented in the first place in order to solve a problem. …
Retiring At A Time Like This?
Anytime a person utters the phrase, “This time it’s different” I get a little skeptical. I’ll bet you do too. It seems that being alive for at least a few …
Learn How To Run?
Do you know how to run? Of course you do, you just…run…right? Something that is so innate to each of us as running, something we’ve been doing since we were …
Social Security Income Funding and Taxation
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 …