CFP Archives - Page 13 of 13 - F5 Financial

Annuities – What You Need To Know (Video)

By Josh Duncan | December 6, 2019 |

Video explaining annuities

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)

By Curt Stowers | November 22, 2019 |

Creating your Christmas Spending Plan (presents under tree)

Are ready to keep your Christmas spending in check? Watch this quick video for helpful tips.

P&C Insurance (Property and Casualty) – Understand What You Need

By Josh Duncan | November 1, 2019 |

man inspects car and has p&c insurance

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?”

What is Retirement? That Depends on You.

By Josh Duncan | October 16, 2019 |

what is retirement - retired couple enjoys reading with grandchild

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)

By Josh Duncan | October 4, 2019 |

Man with enough saved enjoys retirement travel

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.

Book Summary – How To Win Friends and Influence People

By Curt Stowers | September 30, 2014 |

Book summary, How to Win Friends & Influence People | F5 Financial helps clients create strong investment strategies.

Probably my favorite book of all time is Dale Carnegie’s How To Win Friends and Influence People. Carnegie published his seminal work in 1936, and it has sold over 15 million copies!