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Cash Out Your Stock Options?

With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds.  While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…

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Should You Hire a Financial Planner?

If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost.  Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible.  And that is great advice that…

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Costs Matter – Understanding ALL of the Costs

costs, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, longterminvesting, investments, investing, stockmarket, indexfunds, mutualfunds, financialplanning

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.

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Making Sure You Can Collect a Paycheck in Retirement

You’ve spent the last thirty-plus years of your life building a nest egg.  You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible.  As the last person leaves the room from the retirement party, several…

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