Skip to content

Blog

All
  • All
  • 10 Steps to Financial Independence
  • 30 Lessons on Leadership
  • 529 Planning
  • Book Summaries
  • Corporate Executives
  • Entrepreneurs
  • Factor-Based Investing
  • Faith
  • Family
  • Featured
  • Finance
  • Financial Freedom Tips
  • Fitness
  • Friends
  • Graduate Level Investing
  • Investing In 12 Pictures
  • Leadership
  • Monday Morning Motivation
  • Newsletters
  • Podcasts
  • Quarterly Market Reviews
  • Ten Lessons
  • The Fearless Advisor
  • Updates at F5 Financial
  • Video

5 Most Common Financial Mistakes couples in their 30s and 40s make—and what to do instead!

This week Curt sits down with Mark Imperial to talk about a few topics related to financial planning. Tune in to learn what mistakes to avoid!

Read More about 5 Most Common Financial Mistakes couples in their 30s and 40s make—and what to do instead!

Monday Morning Motivation – Worrying

Is spending timing worrying about things proving helpful in your life?

Read More about Monday Morning Motivation – Worrying

Having the Will and Trust to plan your Estate – Making sure the pieces are in place!

Today we dive into the basic elements of estate planning (wills, trusts, and more). Read on to learn how to get started!

Read More about Having the Will and Trust to plan your Estate – Making sure the pieces are in place!

Monday Morning Motivation – Still

Are you taking the time to be still?

Read More about Monday Morning Motivation – Still

How to Leave Your Job and Start a Business

Today we discuss the 7 steps needed if you’d like to transition away from your job and start a business. Watch (or read) to find out more!

Read More about How to Leave Your Job and Start a Business

Monday Morning Motivation – Role

What role do you want to live out personally and professionally?

Read More about Monday Morning Motivation – Role

Quarterly Market Review – Fourth Quarter 2021

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. 2021.

Read More about Quarterly Market Review – Fourth Quarter 2021

Monday Morning Motivation – Trust

What will you do today to build trust personally and professionally?

Read More about Monday Morning Motivation – Trust

Do I Need Musical Instrument Insurance?

Today we discuss how to decide if the musician in your family needs musical instrument insurance. Watch (or read) to find out more!

Read More about Do I Need Musical Instrument Insurance?

JOIN OUR MAILING LIST

Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

Want to learn more about how we can serve you?