naperville financial planner Archives - Page 13 of 24

Don’t Worry Be Happy – Reframing the Investing Experience

By Curt Stowers | September 28, 2018 |

dfa info, equities, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, expectation, perception

Don’t worry be happy! Successful investors understand the importance of expectation vs. perception. Read this post to learn the truth about the way equities work over time—and how to keep yourself from making foolish decisions when we experience market corrections or bear markets.

Monday Morning Motivation – Repeat

By Curt Stowers | September 24, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, repeat

What are you doing to avoid repeating your mistakes?

The Number Two Goal – Getting the Kids Through College

By Curt Stowers | September 21, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, saving for education, education investing, 529 plans

I speak with hundreds of people, and the number two question I get is “How will I pay for my kids’ college?” Read on to hear the answers I share—plus (a bonus!) 3 Key Questions every family needs to ask.

Monday Morning Motivation – Pride

By Curt Stowers | September 10, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, pride

Have you ever considered the similarities between pride and humility?

A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt

By Curt Stowers | September 7, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, private letter ruling, PLR, IRS, 401(k), student loan debt, student debt, student loans

Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!

Monday Morning Motivation – Happiness

By Curt Stowers | September 3, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, happiness

Are you spending too much time seeking happiness and too little time enjoying where you are at currently?

S&P 500 and Nasdaq Indices at All-Time High – Is it Time to Sell All?

By Curt Stowers | August 31, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, index funds, market correction, market timing, timing the market

On August 29, 2018, the S&P 500 and the Nasdaq indices hit all-time highs. This raises the question: Is it time sell off everything and go to cash? Take a look at this week’s blog post to hear F5 Financial’s position on this topic.

Monday Morning Motivation – Make

By Curt Stowers | August 27, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, make

Are you ready to turn your focus towards making yourself a better person?

Hey, Chicken Little, the Sky Is NOT Falling!

By Curt Stowers | August 24, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, volatility, stability, stock market

What was true in late summer 2017 (when markets were quite stable and volatility low) remains true now—yes, we’ll have some “storms” in the market; HOWEVER, the Chicken Little doomsayers have yet to be proven even marginally intelligent with their “The Sky is Falling!” clucking!