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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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  • 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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  • Back to the Basics, October 2018, Retirement Thinking, Steward Articles / October 22, 2018

    Back To The Basics: Revisiting an enduring strategy.

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  • August 2018, Back to the Basics, Estate Planning, Investment Management, Retirement Thinking, Steward Articles / August 7, 2018

    Back To The Basics: Social Security Planning 101

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  • Back to the Basics, Estate Planning, Investment Management, May 2018, Retirement Thinking, Steward Articles / May 8, 2018

    Back To The Basics: Indicators of a Healthy Financial Plan

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  • Back to the Basics, February 2018, Investment Management, Steward Articles / February 23, 2018

    Back To The Basics: The Relationships Among Stocks, Bonds, and Interest Rates, Explained Simply

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  • Back to the Basics, Income Planning, Investment Management, October 2017, Retirement Thinking, Steward Articles / October 24, 2017

    Back To The Basics

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  • August 2017, Back to the Basics, Income Planning, Investment Management, Long Term Care, Steward Articles / August 1, 2017

    Back To The Basics: A Surprising Truth About Money

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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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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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Back To The Basics: Revisiting an enduring strategy.

In Back to the Basics, October 2018, Retirement Thinking, Steward Articles by Adam CufrOctober 22, 2018

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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Back To The Basics: Social Security Planning 101

In August 2018, Back to the Basics, Estate Planning, Investment Management, Retirement Thinking, Steward Articles by Adam CufrAugust 7, 2018

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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Back To The Basics: Indicators of a Healthy Financial Plan

In Back to the Basics, Estate Planning, Investment Management, May 2018, Retirement Thinking, Steward Articles by Dave BenschMay 8, 2018

When you go to your Primary Care Physician for your annual check-up, there are many factors that determine your level of health – height, weight, blood pressure, and pulse are …

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Back To The Basics: The Relationships Among Stocks, Bonds, and Interest Rates, Explained Simply

In Back to the Basics, February 2018, Investment Management, Steward Articles by Adam CufrFebruary 23, 2018

When investment gurus and market commentators speak of the happenings in the markets, you’ll often hear them discuss the effect that interest rates have on bond values and how those …

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Back To The Basics

In Back to the Basics, Income Planning, Investment Management, October 2017, Retirement Thinking, Steward Articles by Adam CufrOctober 24, 2017

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 …

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Back To The Basics: A Surprising Truth About Money

In August 2017, Back to the Basics, Income Planning, Investment Management, Long Term Care, Steward Articles by Adam CufrAugust 1, 2017

When investors look at their account statements during the accumulation (savings) phase of their life, they will generally process what they see as a single, lump sum amount. “I have …

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Back to the Basics: Fundamental Investing

In Back to the Basics, January 2017, Retirement Thinking, Steward Articles by Adam CufrJanuary 25, 2017

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 …

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Back to the Basics

In Back to the Basics, Investment Management, July 2016, Steward Articles by Adam CufrJuly 24, 2016

As people near and enter into retirement, one activity that is quite consistent among retirees is the consolidation of various retirement accounts. After decades of saving in multiple employer-sponsored retirement …

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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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