Back to the Basics Archives - Fourth Dimension Financial Group https://fourthdimensionfinancial.com/category/the-steward/back-to-basics/ Financial Planner 43551 Perrysburg Ohio Thu, 06 Feb 2025 18:26:37 +0000 en-US hourly 1 https://fourthdimensionfinancial.com/wp-content/uploads/2018/08/cropped-4thdimavatar-32x32.gif Back to the Basics Archives - Fourth Dimension Financial Group https://fourthdimensionfinancial.com/category/the-steward/back-to-basics/ 32 32 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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]]> 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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]]> 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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]]> 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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]]> Back To The Basics: A Surprising Truth About Money https://fourthdimensionfinancial.com/back-basics-surprising-truth-money/ Tue, 01 Aug 2017 16:58:40 +0000 https://fourthdimensionfinancial.com/?p=2277 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 https://fourthdimensionfinancial.com/back-basics-fundamental-investing/ Wed, 25 Jan 2017 21:27:07 +0000 https://fourthdimensionfinancial.com/?p=2143 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 https://fourthdimensionfinancial.com/back-to-the-basics-2/ Sun, 24 Jul 2016 18:14:03 +0000 https://fourthdimensionfinancial.com/?p=2027 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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]]> Back to the Basics: Required Minimum Distributions (RMD) https://fourthdimensionfinancial.com/back-to-the-basics-required-minimum-distributions-rmd/ Mon, 16 Nov 2015 19:33:52 +0000 https://fourthdimensionfinancial.com/?p=1100 Required Minimum Distribution Rules Have Changed. Since original publication of this article, RMDs have been updated.Please Follow This Link To See The Updated RulesSee the Updated Rules for RMDsNobody said ...

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]]> Back to the Basics: To what do we attribute an investment portfolio’s performance? https://fourthdimensionfinancial.com/back-to-the-basics-to-what-do-we-attribute-an-investment-portfolios-performance/ Mon, 03 Aug 2015 19:12:10 +0000 https://fourthdimensionfinancial.com/?p=1020 The stock market in 2015 has been less-than-stellar, delivering slightly above 0% return before investing fees and taxes are considered. Coming on the heels of five years of amazing returns ...

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]]> Back to the Basics: Goals-Based Investing https://fourthdimensionfinancial.com/back-to-the-basics-goals-based-investing/ Tue, 21 Apr 2015 13:15:26 +0000 https://fourthdimensionfinancial.com/?p=939 It’s very likely that you have more than one investment account. Maybe you have a few IRAs, a joint account, a 401(k), and maybe a trust account as well. Have ...

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