Skip to content

Time to Prepare Your Taxes

tax, taxes, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

No, I am not crazy. It is the start of May, and it is EXACTLY the right time to prepare your taxes. Read on to learn why!

Read More

Real Estate and IRAs – Tips for Avoiding the Traps

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.

Read More

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.

Read More

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!

Read More

Costs Matter – Understanding ALL of the Costs

costs, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, longterminvesting, investments, investing, stockmarket, indexfunds, mutualfunds, financialplanning

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.

Read More

Quarterly Market Review – Second Quarter 2019

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 April – June 2019.

Read More