Featured
Brexit – Why It Is No Big Deal
Folks, this is the same story that I’ve written about time and time again – All things in life come down to faith over fear
Read MoreTargeting Dimensions of Returns
Just about everyone has their thoughts on what the “best” investment strategy is. While I don’t claim that the philosophy F5 Financial Planning uses is “the best”, I am confident that the strategy that we employ has solid foundations based on the academic research of Fama and French. Our investment strategy is based on exploiting…
Read MoreWhy I Could Not Care Less About the Stock Market
I write about non-financial topics and how to overcome our poor financial behaviors as THIS is the secret to “getting rich quick”
Read MoreSix Sigma and Financial Planning
Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan
Read MorePaying Your Advisor To Do Nothing
Many times, that right decision is to do nothing; so, in a sense you paid your advisor to “do nothing”
Read MoreWhy CNBC Is Bad For Your Investments
Consider the following headlines: Senate Confirms Yellen for Fed Industrial Production Notches Strongest Yearly Gain Since 2010 US Stocks Slide as Jitters Persist Corporate Profits Hit New High as GDP Revised Up Bond Investors Still Waiting for Yields to Rise Private Employment Hits a New High, but Government Hiring Lags Housing Slow to Take Off…
Read MoreBecoming Comfortable With Money
It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.
Read MoreMaking 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,…
Read MoreHow Families Can Calculate Retirement Income Wants versus Needs
Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.
Read MoreHow To Save Your Family $1,000s on Your Property Taxes
There are only two certainties in life – death and taxes. And while there is not a lot you can do regarding the former, in the case of taxes related to your home, there often is something you can do to minimize the bite of the tax man.
Read More