Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter, …
The Real Cost Of Debt
Bringing you an article each and every week is usually good fun, but some weeks it’s not so easy. At times, it can be downright frustrating. For example, I wrote …
We’re Expecting Another Baby, And It’s A…
Did you know that in 2015, Congress passed a law allowing you to give up to $100,000 directly from your IRA to charities, without it being a taxable event? It’s …
How To Handle Healthcare Uncertainty
The most consistent topic of conversation among aspiring retirees has become healthcare. The discussion surrounding the possible repeal or replacement of the Affordable Care Act (Obamacare) has made healthcare costs …
The Fiduciary Standard And You (And Us)
If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
Opposites Attract: The Marriage Dynamic in Retirement Planning
A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
The Logic And Emotion Of DOW 20,000
As I write this, the Dow Jones Industrial Average (“the DOW”) is on the brink of breaking through 20,000. This has never been done, and feels like a meaningful milestone. …
8 Ways to Maintain or Improve Your Lifestyle in Retirement
Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to …
Back to the Basics: Fundamental Investing
by Stephen L. Hanley Through many years of experience working with clients and advisors alike, it’s become clear to me that many struggle with the fundamental concepts of investing. Investing …
Meet With Us In Your PJs? The Future Is Now
Florida, Idaho, Texas, California, Arizona, Alaska…these are just some of the locations where Fourth Dimension families have moved in just the past couple of years. Family, warmer climate, and job …
