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Commodity Investing – Why I Suggest Avoiding

commodity investing, Commodities, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.

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

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!

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Finding A Financial Advisor Even Your Mom Could Trust

You’ve come to the conclusion that you need the help of a financial advisor.  Multiple friends have given you “their guys” name.   You’re confused and overwhelmed.   You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar?  That’s not surprising at all.  For most…

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