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  • October 2019, Steward Articles, Welcome Messages from Adam Cufr / October 24, 2019

    Fall 2019 Welcome Letter

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  • Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2019, Retirement Thinking, Social Security, Steward Articles, Tax Planning / October 24, 2019

    Back To The Basics: Having a Budget vs. Budgeting

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  • Briefcase Study, Income Planning, October 2019, Social Security, Steward Articles, Tax Planning / October 24, 2019

    Fall 2019: Briefcase Study: The Pension Decision

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  • Estate Planning, October 2019, Steward Articles / October 24, 2019

    Wills vs. Trusts. Which Plan is Right for You?

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  • Investment Management, October 2019, Steward Articles, Tax Planning / October 24, 2019

    REAL Risk 101

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  • April 2019, Steward Articles, Welcome Messages from Adam Cufr / April 29, 2019

    Spring 2019 Welcome Letter

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  • April 2019, Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Steward Articles, Tax Planning / April 29, 2019

    Back To The Basics: Seven Factors in Determining Retirement Age

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  • April 2019, Investment Management, Steward Articles / April 29, 2019

    Looking Back to 2018 to Set the Tone for the Remainder of 2019 and Beyond

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Fall 2019 Welcome Letter

In October 2019, Steward Articles, Welcome Messages from Adam Cufr by Adam CufrOctober 24, 2019

Welcome to the Fall Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. I’ve been struggling with nostalgia lately. I say that I’m struggling because nostalgia …

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Back To The Basics: Having a Budget vs. Budgeting

In Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2019, Retirement Thinking, Social Security, Steward Articles, Tax Planning by Adam CufrOctober 24, 2019

One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …

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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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Wills vs. Trusts. Which Plan is Right for You?

In Estate Planning, October 2019, Steward Articles by Adam CufrOctober 24, 2019

Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd As an estate planning attorney, one of the most-often asked questions I hear is, “Should I have a Will …

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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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Spring 2019 Welcome Letter

In April 2019, Steward Articles, Welcome Messages from Adam Cufr by Adam CufrApril 29, 2019

Welcome to the Spring Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. It’s a running joke in our office that I can’t resist an opportunity …

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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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Looking Back to 2018 to Set the Tone for the Remainder of 2019 and Beyond

In April 2019, Investment Management, Steward Articles by Adam CufrApril 29, 2019

After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down -7.13%. Less risky bonds, as represented by …

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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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5 Reasons to do (or update) your Estate Planning

In April 2019, Estate Planning, Steward Articles by Richard ChamberlainApril 29, 2019

Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd There are essentially 5 reasons why people need to set up an estate plan for themselves. A good estate …

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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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