Steward Articles Archives - Fourth Dimension Financial Group https://fourthdimensionfinancial.com/category/the-steward/articles/ Financial Planner 43551 Perrysburg Ohio Thu, 06 Feb 2025 18:47:54 +0000 en-US hourly 1 https://fourthdimensionfinancial.com/wp-content/uploads/2018/08/cropped-4thdimavatar-32x32.gif Steward Articles Archives - Fourth Dimension Financial Group https://fourthdimensionfinancial.com/category/the-steward/articles/ 32 32 REAL Risk 101 https://fourthdimensionfinancial.com/real-risk-101/ Thu, 24 Oct 2019 18:11:12 +0000 https://fourthdimensionfinancial.com/?p=2957 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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]]> Wills vs. Trusts. Which Plan is Right for You? https://fourthdimensionfinancial.com/wills-vs-trusts-which-plan-is-right-for-you/ Thu, 24 Oct 2019 18:09:06 +0000 https://fourthdimensionfinancial.com/?p=2955 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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]]> Back To The Basics: Having a Budget vs. Budgeting https://fourthdimensionfinancial.com/having-a-budget-vs-budgeting/ Thu, 24 Oct 2019 18:07:53 +0000 https://fourthdimensionfinancial.com/?p=2953 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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]]> 5 Reasons to do (or update) your Estate Planning https://fourthdimensionfinancial.com/5-reasons-to-do-or-update-your-estate-planning/ Mon, 29 Apr 2019 18:14:48 +0000 https://fourthdimensionfinancial.com/?p=2815 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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]]> Back To The Basics: Seven Factors in Determining Retirement Age https://fourthdimensionfinancial.com/seven-factors-in-determining-retirement-age/ Mon, 29 Apr 2019 18:11:12 +0000 https://fourthdimensionfinancial.com/?p=2809 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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]]> How do you measure investment success or failure? https://fourthdimensionfinancial.com/how-do-you-measure-investment-success-or-failure/ Mon, 22 Oct 2018 16:06:12 +0000 https://fourthdimensionfinancial.com/?p=2695 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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]]> Are Your Helpers Prepared? https://fourthdimensionfinancial.com/are-your-helpers-prepared/ Mon, 22 Oct 2018 16:06:10 +0000 https://fourthdimensionfinancial.com/?p=2694 Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd For the last several years I’ve written for The Steward about how important it is to have an effective, ...

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]]> Back To The Basics: Revisiting an enduring strategy. https://fourthdimensionfinancial.com/revisiting-an-enduring-strategy/ Mon, 22 Oct 2018 16:06:08 +0000 https://fourthdimensionfinancial.com/?p=2693 In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool ...

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]]> Is the Tide about to Change? – Value Stocks vs. Growth Stocks https://fourthdimensionfinancial.com/is-the-tide-about-to-change-value-stocks-growth-stocks/ Tue, 07 Aug 2018 18:06:07 +0000 https://fourthdimensionfinancial.com/?p=2622 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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]]> Back To The Basics: Social Security Planning 101 https://fourthdimensionfinancial.com/social-security-planning-101/ Tue, 07 Aug 2018 18:01:25 +0000 https://fourthdimensionfinancial.com/?p=2616 Social Security Planning 101 – Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of ...

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