retirement Archives - Page 3 of 3 - F5 Financial

Financial Freedom Tips (VIDEO) – Pre-Tax Savings

By Josh Duncan | June 20, 2019 |

Today we explain pre-tax savings, so you can keep your money working for you as you create your life of financial freedom.

Financial Tips With Josh Duncan (Video): Less is More – Asset Consolidation

By Josh Duncan | May 29, 2019 |

Asset consolidation is key.

One key step in the financial planning process is to identify all your assets. This key helps unlock what is available to help you meet your goals—and achieve financial freedom.

Financial Tips With Josh Duncan (Video) – Saving for Retirement

By Josh Duncan | May 17, 2019 |

Here we offer a brief overview of commonly available retirement plans, including key differences between 401(k), IRA, and Roth IRA accounts and a few of the benefits they offer.