Welcome to the November Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter.
Are you enjoying fall, er, I mean winter? The holidays seem to be in a rush to get here and have somehow caused fall to disappear altogether. But, on the bright side, I suppose the cold weather gives us something to talk about, other than terrorists and disease. How’s that for a silver lining?
In this month’s edition, we have quite the variety of information to consider. As you may be aware, I do a lot of writing for various publications, including a monthly column for a national magazine, Retirement Advisor as well as regular columns, locally, in the Suburban Press. In case you don’t catch the Press articles, we have included one here that I think you will find quite timely. I hope you enjoy contemplating your own “retirement recipe”.
No slouch himself, Phil recently had an article published in the Toledo Business Journal. Offering some great advice as we approach year-end, please heed Phil’s advice and let us know how me may help you finish strong in 2014 and get your house in order for 2015.
In market news, as you know, the stock market climbed out of its despair and decided to resume its bull run. This has the benefit of helping us all feel a bit more at ease, as account values climb back into a range we’re excited about. That said, please consider this quasi-warning: don’t become so comforted by the market that you forget to ensure that you have all the proper pieces in place for a complete retirement plan. For example, if you haven’t taken the time to evaluate long term care planning, or if you still have an unfinished resolution to update your will or get a living trust, please do yourself a favor and do it now. In fact, we’re developing a more comprehensive “scorecard” to allow you to know that you have all of the necessary ingredients in place. If you’re not sure, reach out to us and we’ll help.
And, to wrap things up with event news, please consider taking advantage of our upcoming Evening Sessions. We have been full each session, with some very nice people having to miss out because of, well … being human and procrastinating. If you’d like to attend a session, let us know as soon as you’re able. It’s fun and the food from Panera Bread is actually quite good, especially considering it’s delivered in a box. Come join us and tell a friend or two!
It is always with great gratitude that I write to you. I feel like one of the luckiest people alive when I consider the great families we get to serve and the trust that is placed in us. On behalf of Dave, Phil, Will, Richard Chamberlain, and the scores of people who operate behind the scenes to make all of what we do possible, thank you so much for choosing to work with us. It is a great pleasure to serve you.
To your success,
Adam Cufr, RICP®