Fourth Dimension Financial Group Navigation
  • 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
  • Schedule a Conversation
  • 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
  • Schedule a Conversation

The Successful Steward

  • October 2019, Steward Articles, Welcome Messages from Adam Cufr / October 24, 2019

    Fall 2019 Welcome Letter

    View Post
  • 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

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

    Fall 2019: Briefcase Study: The Pension Decision

    View Post
  • Estate Planning, October 2019, Steward Articles / October 24, 2019

    Wills vs. Trusts. Which Plan is Right for You?

    View Post
  • Investment Management, October 2019, Steward Articles, Tax Planning / October 24, 2019

    REAL Risk 101

    View Post
  • April 2019, Steward Articles, Welcome Messages from Adam Cufr / April 29, 2019

    Spring 2019 Welcome Letter

    View Post
  • 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

    View Post
  • April 2019, Investment Management, Steward Articles / April 29, 2019

    Looking Back to 2018 to Set the Tone for the Remainder of 2019 and Beyond

    View Post
View Post

Is Buying a House like Buying a Stock?

In Investment Management, May 2018, Steward Articles by Adam CufrMay 8, 2018

If you have ever gone through the process of purchasing a house then you already understand the basic concepts of analyzing a stock; they’re not much different. I was reminded …

Estate Planning Doesn’t Have To Be Difficult

In Estate Planning, May 2018, Steward Articles by Richard ChamberlainMay 8, 2018

An effective estate plan allows you to make sure your assets are handled the way you want during your life and after your death. And contrary to popular belief, estate …

View Post

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 …

View Post

Has Spring Finally Sprung?! Spring Cleaning, Anyone?

In Steward Articles, The Insider by Adam CufrApril 13, 2018

Before we get started, I wanted to share a fun announcement with you: Over the years, our very own Dave Bensch has performed with multiple Community Theatres in the area. …

View Post

Winter 2018 Welcome Letter

In February 2018, Steward Articles, Welcome Messages from Adam Cufr by Adam CufrFebruary 23, 2018

Welcome to the Winter Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. As our Ohio wintry wonderland continues to remind us why we love spring …

View Post

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 …

View Post

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 …

View Post

What does the tax cut mean for the stock market?

In February 2018, Investment Management, Steward Articles, Tax Planning by Adam CufrFebruary 23, 2018

Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Many people are wondering what the tax cut means for the US stock market. We thought it might be helpful to take …

View Post

Gifting With Irrevocable Trusts?

In Estate Planning, February 2018, Steward Articles by Adam CufrFebruary 23, 2018

When we talk with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an irrevocable trust. Invariably, the client will ask …

View Post

‘Deduction Bunching’ – A Tax Strategy That Works And Makes You Sound Smart

In Steward Articles, Tax Planning, The Insider by Adam CufrJanuary 26, 2018

With the passing of the new tax law, accountants have become the new rock stars. All eyes are on those with tax knowledge to sort it all out and show …

  • Page 3 of 29
  • ←
  • 1
  • ...
  • 2
  • 3
  • 4
  • ...
  • 29
  • →

Browse Planning Strategies

  • Social Security
  • Long Term Care
  • Estate Planning
  • Investment Management
  • Income Planning
  • Tax Planning
  • Retirement Thinking
  • Browse All Articles

Search All Articles

Recent Articles

  • A World of Extremes
  • A Biden Presidency
  • The Election and Markets
  • Drinking From The Pond
  • Sport-Tuned Suspension

Contact Us

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.
Ethics.net BBB
  • Home
  • Philosophy
  • Services
  • Approach
  • Team
  • Resources
  • Schedule a Conversation
  • Privacy Policy
  • Terms and Conditions
  • Disclosure