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Time to Prepare Your Taxes

By Curt Stowers | September 13, 2024 | Comments Off on Time to Prepare Your Taxes
tax, taxes, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

No, I am not crazy. It is the start of May, and it is EXACTLY the right time to prepare your taxes. Read on to learn why!

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Real Estate and IRAs – Tips for Avoiding the Traps

By Curt Stowers | September 6, 2024 | Comments Off on Real Estate and IRAs – Tips for Avoiding the Traps

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.

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Commodity Investing – Why I Suggest Avoiding

By Curt Stowers | August 16, 2024 | Comments Off on Commodity Investing – Why I Suggest Avoiding
commodity investing, Commodities, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.

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A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt

By Curt Stowers | August 9, 2024 | Comments Off on A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt
dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, private letter ruling, PLR, IRS, 401(k), student loan debt, student debt, student loans

Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!

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Book Summary – The Investment Answer

By Curt Stowers | July 12, 2024 | Comments Off on Book Summary – The Investment Answer

Gordy and Murray walks individuals through the five key decisions that individuals need to make in order to be successful as investors. See how you’re doing…

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