financial planner Archives - Page 2 of 2 - 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?”

Quarterly Market Review – Third Quarter 2019

By Curt Stowers | October 25, 2019 |

Quarterly Market Review (3rd Quarter 2019)

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 July – September 2019.

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.