How about a change of pace? It turns out that just about everyone has something to say about money. This week I bring you not my own words, but those …
Fall 2017 Welcome Letter
Welcome to the Fall Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. This issue of the Steward marks the five-year anniversary since it began. In …
Back To The Basics
It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …
The Beauty of Investing
Inspired by Warren Buffet’s ‘Crazy Farmer Analogy’ Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management I am constantly amazed at the vast array of opinions and approaches to investing. …
Steve’s Quarterly Market Update
At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt: Q3 Market Update Third quarter continued …
Using Beneficiary Designations to Avoid Probate
Probate: the judicial process whereby a will is ‘proved’ in a court and accepted as a valid public document that is the last testament of the deceased. Most people have …
Have You Seen The Market? Make Your Decision Now
I interrupt our regularly scheduled programming to bring you this market update. The DOW (Dow Jones Industrial Average) hit 23,000. That’s a huge event. Of course, the news outlets are …
How To Achieve Better Results In Just About Everything, Clearly.
Two-time Pulitzer Prize winner, David McCullough, said, “Writing is thinking. To write well is to think clearly. That’s why it’s so hard.” Having heard this a number of times over …
The Aspect of Debt You May Not Have Considered
The past few Weekly articles have really caused me to think in new ways. If you’ll recall, I wrote about the complicated relationship between joy and stuff, and heard from …
Is Estate Planning Only For Rich People
Last week I had the pleasure of teaching two classes at BGSU at Levis Commons called ‘Your Retirement And Taxes.’ In the classes, we sought to deepen our understanding of …