McDonough Archives - Page 11 of 19

Charitable Giving – How Tax Benefits Vary

By F5 Financial | November 26, 2021 |

Considering charitiable giving? | F5 Financial helps clients evaluate tax implications.

Today we dive into the most common types of charitable giving—and the tax implications for each. Read on to find out more!

Environmental, Social, and Governance (ESG) Investing

By Curt Stowers | November 19, 2021 |

ESG Investing | F5 Financial helps clients create strong investment strategies.

ESG investing is gaining followers. This week we highlight what Environmental, Social, and Governance (ESG) investing entails.

When Should I Hire a Financial Advisor?

By Josh Duncan | November 12, 2021 |

Does my situation call for a financial advisor? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Do you have one of the 3 situations that call for a financial advisor (financial complexity, an unexpected major financial change—or planning for one)? Learn more here!

Physics and the Stock Market

By Curt Stowers | November 5, 2021 |

Bull stock market | F5 Financial helps clients create strong investment strategies.

The media would have you believe that what goes up must come down. Are they right? Read on to find out more.

Pet Insurance – What to know about pet care!

By F5 Financial | October 29, 2021 |

Do you need pet insurance? | F5 Financial helps clients evaluate what insurance they need.

This young puppy went on some expensive vet adventures! Learn when pet insurance can make vet visits much less stressful—both emotionally and financially.

Do I tithe on the profit from a large transaction?

By Curt Stowers | October 22, 2021 |

To tithe, you are showing gratitude over greed. Watch this video to learn how tithing brings blessings and deepens your relationship with God.

Quarterly Market Review – Third Quarter 2021

By Curt Stowers | October 15, 2021 |

Quarterly Market Review Q3 2021 with F5 Financial

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 Jul. – Sep. 2021.

What is the value of a financial planner?

By Josh Duncan | October 8, 2021 |

Here are 5 perspectives on how financial planners add value: retirement planning, investments, tax and estate planning, risk mitigation, and the relief of delegating!