Posts Tagged ‘f5 financial planning’
Costs 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?
Read MoreShould You Take A Lump Sum Pension Distribution?
So you’re faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you
Read MoreMonday Morning Motivation – Why
Would you be better off asking how versus why?
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 MoreWhat Your Grandma Taught You About Investing
In this article we discuss your grandma’s life lessons and how her timeless wisdom can improve your approach to investing. Read more here.
Read MoreHow To Save Your Family $1,000s on Your Property Taxes
In life, only death & taxes are certain. While little can be done about the former, there are often ways to minimize the tax burden on your home. Read more here.
Read MoreWhy You Should Not Buy Stocks
No doubt there will be a few folks who read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea.
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