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  • Briefcase Study, Income Planning, October 2019, Social Security, Steward Articles, Tax Planning / October 24, 2019

    Fall 2019: Briefcase Study: The Pension Decision

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  • April 2019, Briefcase Study, Income Planning, Social Security, Steward Articles, Tax Planning / April 29, 2019

    Spring 2019: Briefcase Study: The Tax Torpedo

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  • Briefcase Study, February 2018, Income Planning, Investment Management, Steward Articles / February 23, 2018

    Winter 2018: Briefcase Study

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  • Briefcase Study, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2017, Retirement Thinking, Social Security, Steward Articles, Tax Planning / October 24, 2017

    Briefcase Study: Transition into Retirement

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  • August 2017, Briefcase Study, Investment Management, Retirement Thinking, Steward Articles / August 1, 2017

    Briefcase Study: Those Pesky Remaining Debts

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  • Briefcase Study, January 2017, Steward Articles / January 25, 2017

    Briefcase Study: Winter 2017

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  • Briefcase Study, July 2016, Long Term Care, Steward Articles / July 24, 2016

    (Not-So-Brief)case Study – Special Feature

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  • April 2016, Briefcase Study, Income Planning, Investment Management, Steward Articles / April 5, 2016

    Briefcase Study

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Fall 2019: Briefcase Study: The Pension Decision

In Briefcase Study, Income Planning, October 2019, Social Security, Steward Articles, Tax Planning by Adam CufrOctober 24, 2019

A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement …

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Spring 2019: Briefcase Study: The Tax Torpedo

In April 2019, Briefcase Study, Income Planning, Social Security, Steward Articles, Tax Planning by Adam CufrApril 29, 2019

In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best …

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Winter 2018: Briefcase Study

In Briefcase Study, February 2018, Income Planning, Investment Management, Steward Articles by Adam CufrFebruary 23, 2018

With our progress review season well underway, we’ve had an opportunity to see inside the plans and minds of many families who are intent on building and maintaining a successful …

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Briefcase Study: Transition into Retirement

In Briefcase Study, Estate Planning, Income Planning, Investment Management, Long Term Care, October 2017, Retirement Thinking, Social Security, Steward Articles, Tax Planning by Adam CufrOctober 24, 2017

A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …

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Briefcase Study: Those Pesky Remaining Debts

In August 2017, Briefcase Study, Investment Management, Retirement Thinking, Steward Articles by Adam CufrAugust 1, 2017

Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot …

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Briefcase Study: Winter 2017

In Briefcase Study, January 2017, Steward Articles by Adam CufrJanuary 25, 2017

The one thing we all seem to want is great reward with very little risk. In the world of celebrities, who wouldn’t want fame and fortune? It’s the tabloid gossip …

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(Not-So-Brief)case Study – Special Feature

In Briefcase Study, July 2016, Long Term Care, Steward Articles by Adam CufrJuly 24, 2016

New Options for Long Term Care Planning When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded …

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Briefcase Study

In April 2016, Briefcase Study, Income Planning, Investment Management, Steward Articles by Adam CufrApril 5, 2016

When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded history. That’s right, ever. As I write …

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Briefcase Study

In Briefcase Study, Income Planning, Long Term Care, November 2015, Steward Articles by Adam CufrNovember 16, 2015

We continue to meet with people who have or had a family member who required a meaningful amount of care in a nursing situation, some lasting for years. As a …

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January 2015: Briefcase Study

In Briefcase Study, Estate Planning, Income Planning, Investment Management, January 2015, Long Term Care, Social Security by Adam CufrJanuary 21, 2015

Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …

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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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