Skip to content

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!

Read More

Bitcoin Basics

Considering the basics of Bitcoin

How and why is Bitcoin here, and how does it work—and will Bitcoin be around for the long haul? Read on to learn more!

Read More

What is Financial Freedom?

What is Financial Freedom?

Our firm’s mission is to “inspire and equip our clients to enjoy a life of significance and financial freedom,” and today I share what financial freedom really is.

Read More

When Will the Game Stop?

GameStock stocks went up

Understand what’s going on with GameStop—what happened & why. Read on for a clear explanation of all the moving parts (hedge funds, shorts & the short squeeze)!

Read More

Know your ABC’s (and D) of Medicare!

Medicare Parts A B C and Plan D

Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.

Read More

Quarterly Market Review – Fourth Quarter 2020

Quarterly Market Review

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 Oct. – Dec. 2020. (Includes the 2020 Annual Review!)

Read More

Investing with Faith over Fear

Investing with Faith over Fear

As 2020 has closed, I hear many people discussing their hope in the new year. We all have choices! What would it look like to invest with faith over fear?

Read More