F5 Financial announces our new Venice, FL office!
We're excited to announce the opening of our new office on the coast in Venice, Florida! This location is led by Josh Duncan, a fee-only fiduciary financial advisor and partner at F5 Financial.
F5 Financial Announces the Addition of Bob Anderberg
We are very pleased to announce the addition of Bob Anderberg as our new operations support analyst.
Think Long-Term—Don't Let a Recession Faze You
Don't let a recession faze you! Read on to learn my thoughts on this topic—supported by a century of data.
What is a 529 College Savings Plan?
Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.
The Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
Quarterly Market Review – First Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what's happened in the stock market. Take a look at the attached presentation if you'd like to view the recap for January – March 2020.
Disability Insurance - What You Need to Know
Today I discuss disability insurance—do you need it? I cover the different types available (short-term and long-term), as well as steps to evaluate your risk logically.
Perspectives in the Panic
Welcome to 2020—where black swans ride rollercoasters! Read on to hear our perspective on recent market volatility and coronavirus.
Got a Bonus? Save Half!
Today I share the best way to celebrate and enjoy the blessings of your bonus: Save half! Or as they say, "When times are good, put some hay in the barn."
Perspectives on Dividend Investing
Should you focus on dividends when selecting equities? Read on to hear F5 Financial's perspective.
Retirement! Tax-Deferred vs.Tax-Free
Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.
How to Get Goals Back on Track
What do you do when you realize you've lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!
2 Tips to Keep Your Goals on Track
You've put effort and care into creating your goals. Today we share how to keep those goals on track!
5 Keys for Making Goals SMART
Today we share the 5 keys to making your goals SMART.
3 Steps to Accomplish Any Goal
In this 5 minute video, we discuss 3 steps you can follow to accomplish any goal.
5 Reasons to Set Goals
In this 5-minute video, we'll discuss 5 reasons why setting goals can help you achieve personal significance.
Does Value Still Belong in Your Portfolio?
Are value stocks still a wise choice for inclusion in your portfolio? Read on to find out more.
Annuities - What You Need To Know (Video)
Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.
Your Christmas Spending Plan (Video)
Are ready to keep your Christmas spending in check? Watch this quick video for helpful tips.
The Best of Times, The Worst of Times - The S&P 500
Since 2010, the S&P 500 has been red hot. How soon people forget the first decade of this millennium!
The 10 Keys to a Better Investment Experience
Today we share 10 Key Principles that will improve your odds of investor success.
P&C Insurance (Property and Casualty) – Understand What You Need
A P&C insurance review is a key part of a comprehensive financial plan & includes coverage for your home and vehicles. A big question: "How much do I need?"
Quarterly Market Review – Third Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what's happened in the stock market. Take a look at the attached presentation if you'd like to view the recap for July – September 2019.
What is Retirement? That Depends on You.
My favorite definition of retirement is "voluntarily ending one journey to begin another." Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.
The #1 Retirement Question - How Much is Enough? (VIDEO)
I often hear: "$1,000,000 is the magic number I need for retirement, right?" Not necessarily so! Here are 4 things to know to answer this question for YOU.
Factor-Based Investing – The Value Premium-3
Want to learn more about factor-based investing? Today we take on the value premium. Read on to find out more.
Financial Freedom Tips (Video) - 4 Essential Steps for Estate Planning
With these 4 essential estate planning steps, you can protect your dependents, while also ensuring that your medical and financial wishes are honored.
Financial Freedom Tips (Video): Life Insurance - Term vs. Whole Life
Term vs. whole life? Many families are underinsured because they do not understand how life insurance works. Here we explain the basic differences between term and whole life.
Financial Freedom Tips (Video) - Parents, How Much Life Insurance Do You Need?
Do you have dependent children? Here's what you need to know to make wise decisions when purchasing life insurance for your family.
Monday Morning Motivation - Attunement-3
Are you improving the attunement between you and your family?
Monday Morning Motivation -Acceptance
Are you accepting those around you without judgement?
Financial Freedom Tips (Video) - Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Financial Freedom Tips (Video) - Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
Quarterly Market Review – Second Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what's happened in the stock market. Take a look at the attached presentation if you'd like to view the recap for April – June 2019.
Financial Freedom Tips (Video) - Save Half Your Raise
Are you ready to take the save-half-your-raise challenge? This is one of the best habits you can develop. Learn how to overcome the 4 common challenges!
Financial Freedom Tips (VIDEO) – Pre-Tax Savings
Today we explain pre-tax savings, so you can keep your money working for you as you create your life of financial freedom.
They Don't Have A Clue About the Stock Market!
The guys you hear on TV are absolutely 100% clueless when it comes to investing. Read on to find out more.
Monday Morning Motivation - Grit
Do you have grit?
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