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How Floridians Can Invest Money Saved on Taxes

By Josh Duncan | April 29, 2022 | Comments Off on How Floridians Can Invest Money Saved on Taxes

Floridians save a lot of money every year by not having to pay certain taxes. Read here to see Josh Duncan’s investment ideas Floridians should consider with the tax dollars they save.

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What is Conservative Investing?

By Josh Duncan | April 15, 2022 | Comments Off on What is Conservative Investing?
The Fearless Advisor! What is Conservative Investing? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

True conservative investing is beating inflation to maintain your purchasing power and fuel your life goals. Tune in to find out how this applies to you!

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Is Volatility Good or Bad?

By Josh Duncan | March 18, 2022 | Comments Off on Is Volatility Good or Bad?
The Fearless Advisor! Is volatility good or bad?

Volatility is “a tendency to change quickly and unpredictably.” The stock market can indeed swing greatly. Tune in to hear what you SHOULD be chasing!

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Courage in Tax Time

By Josh Duncan | March 4, 2022 | Comments Off on Courage in Tax Time
The Fearless Advisor! Courage in Tax Time | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Today the Fearless Advisor offers tips for being courageous in tax time. Yes, filing taxes can be easy, and you can learn how to improve your tax situation each year. The bottom line is that you can do this—and here’s how!

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How does a financial advisor get paid?

By Josh Duncan | December 3, 2021 | Comments Off on How does a financial advisor get paid?
How does a financial advisor get paid? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Today we dive into the 3 common fee structures that financial advisors use. Here we clarify commission-based, fee-only, and fee-based methods—so you can choose wisely.

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When Should I Hire a Financial Advisor?

By Josh Duncan | November 12, 2021 | Comments Off on When Should I Hire a Financial Advisor?
Does my situation call for a financial advisor? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Do you have one of the 3 situations that call for a financial advisor (financial complexity, an unexpected major financial change—or planning for one)? Learn more here!

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