retirement Archives - F5 Financial

Finding A Financial Advisor Even Your Mom Could Trust

By Curt Stowers | June 21, 2024 |

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…

Making Sure You Can Collect a Paycheck in Retirement

By Curt Stowers | May 17, 2024 |

You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…

5 Things to Know About Taxes in Retirement

By Josh Duncan | October 21, 2022 |

Are you retired—or planning to be? Today, I cover the 5 key things you need to know about your taxes!

All About Exchange-Traded Funds or ETFs! (vs. Mutual Funds)

By F5 Financial | May 27, 2022 |

Exchange-traded, ETF, ETFs| F5 Financial helps clients create strong retirement strategies.

Today we dive into ETFs, the new kid on the block! We compare ETFs with Mutual Funds, so that you can better understand your retirement accounts.

What Is the Key to Retiring Successfully?

By Josh Duncan | May 20, 2022 |

Fearless Advisor, retiring, retirement, investing, financial advisor, Josh Duncan, F5 Financial, Venice, McDonough

Today I cover the 3 key principles for retiring successfully. Tune in to find how to apply this wisdom to your future retirement!

Are You Ready to Take the Pill?

By Curt Stowers | April 8, 2022 |

Financial Health Cycle, FHC, Curt Stowers, F5 Financial

Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!

Long-Term Care: The Elephant in the Room of Retirement Planning

By Curt Stowers | February 26, 2021 |

Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!

Know your ABC’s (and D) of Medicare!

By F5 Financial | January 29, 2021 |

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.