fee-only Archives - Page 5 of 14

A Step-By-Step Plan to Reach your 2022 Financial Goals

By Curt Stowers | April 27, 2022 |

It’s not too late to get your finances on track for 2022. In this article, Curt Stowers discusses how to reach your financial goals by the end of the year. Read more here.

Quarterly Market Review – First Quarter 2022

By Curt Stowers | April 22, 2022 |

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Jan. – Mar. 2022.

Are You Ready to Take the Pill?

By Curt Stowers | April 8, 2022 |

Financial Health Cycle, FHC, Curt Stowers, F5 Financial

Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!

You Have to Start with a Goal – Investing in 12 Pictures

By Curt Stowers | April 1, 2022 |

But what is your GOAL for investing? Investing is not a goal in and of itself! Read on to learn how Stephen Covey’s advice applies.

Capital Gains Tax: Think Creatively When Selling an Investment Property!

By F5 Financial | March 25, 2022 |

F5 Financial helps clients create strong tax planning strategies.

Today we dive into investment properties—and demystify the 1031 exchange, which can protect you from huge capital-gains tax bills!

Angel Investing in a Local Business – Is it Worth it?

By Curt Stowers | March 18, 2022 |

Interested in angel investing in a local small business? Then you need a strategy. In this article, Curt Stowers discusses what to know before angel investing in a local business. Read here.

Is it Time to Sell?

By Curt Stowers | March 11, 2022 |

volatility, stock market, Investing | F5 Financial helps clients create strong investment strategies.

All too often I hear, “Should I sell, or should I hold?” That’s the wrong question to be asking. Read on to find out the right question!

Are Municipal Bonds a Good Investment?

By Curt Stowers | March 10, 2022 |

Moody’s just assigned a Aaa rating to Naperville’s GO Bonds. In this article, financial planner Curt Stowers discusses whether investing in municipal bonds is worth it.

Life Insurance: How Much Do I Need?

By F5 Financial | February 25, 2022 |

life insurance, estate planning, Bob Anderberg, F5 Financial

How much life insurance do you actually need? Just enough to provide security and peace of mind for your family! Read on to learn 3 methods to find this number.