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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 17, 2020

    Which Dominos Have Fallen?

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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 / February 5, 2023

    Retirement Blueprint: Building Your Fiscal House on Solid Ground

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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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  • Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider / November 1, 2019

    The Great Decluttering

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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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  • Income Planning, Retirement Thinking, Tax Planning / February 18, 2023

    Unlocking the Mystery of Income Taxes

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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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The Market Seems Angry; How Are You Feeling?

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrOctober 12, 2018

And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf. …

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Can There Be a Retirement Planning Formula?

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrSeptember 14, 2018

I spent last evening at a ‘Financial Aid Information Night’ to learn more about the FAFSA process. If you’re not familiar with this subject matter, it’s an acronym-laden celebration of …

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Random Acts of Writing Roundup

In Investment Management, Retirement Thinking, Tax Planning, The Insider by Adam CufrAugust 24, 2018

As the world marches forward at a faster pace, any number of important subjects can pile up, waiting for their day in the Weekly Newsletter sun. And while I’d like to cover …

How do you measure investment success or failure?

In Investment Management, October 2018, Steward Articles, Tax Planning by Adam CufrOctober 22, 2018

Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management As an advisor and portfolio manager, nothing is more frustrating for me than having a disappointed client. After all, I’m in the …

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Is the Tide about to Change? – Value Stocks vs. Growth Stocks

In August 2018, Investment Management, Steward Articles, Tax Planning by Adam CufrAugust 7, 2018

Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Only when the tide goes out do you discover who’s been swimming naked. – Warren Buffet A classic stock investing debate has …

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Pool Shoes

In Income Planning, Investment Management, Retirement Thinking, Tax Planning, The Insider by Adam CufrAugust 6, 2018

Last summer we finally made the family trip to Disney World in Orlando. It’s one of those experiences that has expertly been turned into a ‘do this or you’re a …

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Financial Planner 43551

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam CufrJuly 20, 2018

Experts suggest that one Google oneself from time-to-time in order to ensure the information that’s ‘out there’ is accurate. And because most people who might contact us for planning services …

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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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