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  • Home
  • Philosophy
    • Our Mission
    • Our Approach
    • Four Dimension Review
  • Services/FAQs
    • Frequently Asked Questions
  • Events
    • Previous Events
  • Team
  • Resources
    • The Successful Steward Newsletter
      • Newsletters
      • Welcome Messages from Adam Cufr
      • Back to the Basics
      • Briefcase Study
      • The Insider
    • Planning Strategies
      • Social Security
      • Long Term Care
      • Estate Planning
      • Investment Management
      • Income Planning
      • Tax Planning
      • Retirement Thinking
      • Read All Articles
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Back to the Basics

  • 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

In April 2016, Back to the Basics, Income Planning, Investment Management, Steward Articles by Adam CufrApril 5, 2016

Retirement planning is essentially a risk management process. If markets experience uninterrupted growth, inflation remains low, interest rates are fairly normal, and health remains good, there’s not much left to …

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Back to the Basics: Required Minimum Distributions (RMD)

In Back to the Basics, Income Planning, November 2015, Steward Articles by Adam CufrNovember 16, 2015

Nobody said the US tax code was simple. In this installment of Back to the Basics, we’ll tackle a small part of the tax code that can have big consequences …

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Back to the Basics: To what do we attribute an investment portfolio’s performance?

In Back to the Basics, Investment Management, July 2015, Steward Articles by Adam CufrAugust 3, 2015

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

In April 2015, Back to the Basics, Investment Management, Steward Articles by Adam CufrApril 21, 2015

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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February 2015: Back to the Basics

In Back to the Basics, February 2015, Investment Management by Adam CufrFebruary 24, 2015

Diversification: It’s Not Always “Trendy”, But It’s Usually Right You’ve heard it over and over: Investing is all about diversification. By spreading your savings over many different types of assets, …

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January 2015: Back to the Basics

In Back to the Basics, Income Planning, Investment Management, January 2015 by Adam CufrJanuary 21, 2015

2015 Financial Trends: Are You Prepared For What’s Coming? Plummeting gas prices and a Jekyll and Hyde stock market have many people asking what it all means. “Is it good …

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December 2014: Back to the Basics

In Back to the Basics, December 2014, Income Planning by Adam CufrDecember 16, 2014

Back to the Basics – Seven Factors in Determining Retirement Age Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents …

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November 2014: Back to the Basics

In Back to the Basics, Estate Planning, Income Planning, Investment Management, Long Term Care, November 2014, Social Security by Adam CufrNovember 24, 2014

Back to the Basics – Are You Following a Proven Recipe For Your Retirement? This article of Adam’s appeared locally in the Suburban Press On November 15th. We thought you …

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October 2014: Back to the Basics

In Back to the Basics, Income Planning, October 2014 by Adam CufrOctober 9, 2014

Back to the Basics – Living Fully The most basic objective of retirement planning is to have a successful retirement, right? So what is a successful retirement anyway? What does …

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September 2014: Back to the Basics

In Back to the Basics, Investment Management, September 2014 by Adam CufrSeptember 9, 2014

Back to the Basics – Bonds 101 If you have an IRA, 401(k), 403(b), 457, SEP, Simple IRA, or any other type of investment account, you have the option to …

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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 an SEC-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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