financial planning Archives

Six Sigma and Financial Planning

By Curt Stowers | August 2, 2024 |

Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan

Is Your Financial Advisor In Their Right Mind?

By Curt Stowers | July 26, 2024 |

The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?

Financial Planning for the Early Stage of Your Career

By Josh Duncan | August 19, 2022 |

Today I share the 4 key financial steps for early-career professionals. Tune in and set yourself up for financial success!

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.

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.

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.

5 Most Common Financial Mistakes couples in their 30s and 40s make—and what to do instead!

By Curt Stowers | February 4, 2022 |

5 Most Common Financial Mistakes To Avoid| F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

This week Curt sits down with Mark Imperial to talk about a few topics related to financial planning. Tune in to learn what mistakes to avoid!

Quantifying the Value of Financial Planning Advice

By Curt Stowers | January 4, 2022 |

It’s possible to quantify the value your financial planner provides by examining the economic & real-world impact they deliver. Read here for our guide on quantifying your advisor’s value.

Quarterly Market Review – Third Quarter 2021

By Curt Stowers | October 15, 2021 |

Quarterly Market Review Q3 2021 with F5 Financial

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 Jul. – Sep. 2021.