Posts Tagged ‘f5 financial planning’
Monday Morning Motivation – Expectations
Are my expectations reasonable and aligned with what is most important in my life?
Read MoreWhy Emotions Cause Investors to Fail
If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…
Read MoreMonday Morning Motivation – Anxiety
Are you going to let anxiety have control of your mind, or would you prefer to take back control of your feelings?
Read MoreCash 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…
Read MoreMonday Morning Motivation – Comparison
Will you choose gratitude or comparison this week?
Read MoreShould 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…
Read MoreCosts Matter – Understanding ALL of the Costs
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.
Read MoreMonday Morning Motivation – Oblivious
Is there any area in your life where you are oblivious?
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, several…
Read MoreMonday Morning Motivation – Repeat
What are you doing to avoid repeating your mistakes?
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