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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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  • Income Planning, Tax Planning / February 10, 2023

    Pension Decision: Just One Critical Piece of Information Is Needed to Decide

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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 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 / 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 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 / November 1, 2019

    The Great Decluttering

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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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Which States Are Most Financially-Friendly For Retirees?

In Income Planning, Steward Articles, Tax Planning, The Insider by Adam CufrMarch 25, 2016

When you think about your ideal retirement, does ‘where’ rank high on your list of considerations? For many retirees, close connection to family may result in staying put, focusing instead …

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Briefcase Study: Transition into Retirement

In Briefcase Study, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2017, Retirement Thinking, Social Security, Steward Articles, Tax Planning by Adam CufrOctober 24, 2017

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 …

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End Of Year Tax Moves

In Steward Articles, Tax Planning, The Insider by Adam CufrNovember 20, 2015

Albert Einstein once quipped, “The hardest thing to understand in the world is the income tax.” Whether he meant the tax code or the purpose of the tax itself, I’m …

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The Golden Decade

In Income Planning, Investment Management, Steward Articles, Tax Planning, The Insider by Adam CufrSeptember 25, 2015

The Golden Girls, golden years, and now the golden decade? What gives with all of the gold talk? I’ll admit to having watched many an episode of the hit show …

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Classing Up the Place

In Estate Planning, Income Planning, Investment Management, Steward Articles, Tax Planning, The Insider by Adam CufrSeptember 4, 2015

If you’ve ever been car shopping or new kitchen planning, was there any limit to the amount of information you could consume? Brochures, internet searches, test drives, countless discussions with …

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The Curse of Knowledge

In Estate Planning, Income Planning, Investment Management, Long Term Care, Social Security, Steward Articles, Tax Planning, The Insider by Adam CufrMay 5, 2015

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. …

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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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