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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 16, 2020

    Practical Actions We’re Taking

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / August 27, 2020

    Sport-Tuned Suspension

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 13, 2020

    This Feels Different

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 20, 2020

    Markets: Video Conversation Using ‘Zoom’

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 17, 2020

    Which Dominos Have Fallen?

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  • Estate Planning, Income Planning, Investment Management, Retirement Thinking, Tax Planning, The Insider / January 4, 2020

    Congress Just Passed the SECURE Act – A Pretty Big Deal For IRA Owners

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 6, 2020

    Countdown Series #2 – Thinking Back, What Is Your First Memory Of…?

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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / March 20, 2020

    Countdown Series #1 – The Journey

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Fall 2019: Briefcase Study: The Pension Decision

In Briefcase Study, Income Planning, October 2019, Social Security, Steward Articles, Tax Planning by Adam CufrOctober 24, 2019

A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement …

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REAL Risk 101

In Investment Management, October 2019, Steward Articles, Tax Planning by Adam CufrOctober 24, 2019

Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management ‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to …

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Sobering Statistics For Women, Maybe More So For Men

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrOctober 25, 2019

When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80% of centenarians are women As the subject of this article …

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If Taxes Rise In the Future, Are You Prepared?

In Estate Planning, Income Planning, Investment Management, Tax Planning, The Insider by Adam CufrSeptember 2, 2019

Much has been written and said about taxes. Nobody likes paying them, but pay them we must. Few people would volunteer to have a detailed discussion about taxes, but here …

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Sum It Up In Just A Few Words

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrJuly 26, 2019

Sometimes we overcomplicate things. And by ‘we’ I mean ME. Here’s an example. When we redesigned our website a couple of years ago, I thought it turned out really well. …

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Why It’s So Hard To Get Organized Financially

In Estate Planning, featured, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrJuly 12, 2019

One of our cats once brought a live chipmunk into our house and just dropped it. (Well, they’ve also brought in live rabbits, mice, voles, birds, and more, but let’s …

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Back To The Basics: Seven Factors in Determining Retirement Age

In April 2019, Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Steward Articles, Tax Planning by Adam CufrApril 29, 2019

Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …

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Spring 2019: Briefcase Study: The Tax Torpedo

In April 2019, Briefcase Study, Income Planning, Social Security, Steward Articles, Tax Planning by Adam CufrApril 29, 2019

In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best …

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70/100 Vision

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrApril 26, 2019

I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life …

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It’s Beginning To Look a Lot Like…Taxes

In Tax Planning, The Insider by Adam CufrDecember 14, 2018

As the Christmas season hits full stride, that last thing you probably want to think about is taxes. In fact, I’m sorry to even mention the word at this time …

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Fourth Dimension Financial Group

27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
Phone: (419) 931-0704
Email: dave@fourthdimensionfinancial.com

About Us

Fourth Dimension Financial Group, LLC is a Registered Investment Advisor (RIA) dedicated to focusing clients on the important retirement planning decisions necessary to manage their income and wealth for a lifetime. By combining financial planning and actionable planning advice with objective investment guidance, we strive to enable clients to achieve their retirement goals and shape their legacy for generations to come.

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