tax planning Archives - F5 Financial

How To Maximize Your Tax-Loss Harvest

By Josh Duncan | November 18, 2022 |

The Fearless Advisor! How to Maximize Your Tax-Loss Harvest | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

You want to be strategic in handling asset-value declines. Tune in today to learn how to offset capital-gains taxes by maximizing your tax-loss harvest!

5 Things to Know About Taxes in Retirement

By Josh Duncan | October 21, 2022 |

The Fearless Advisor! 5 Things to Know About Taxes in Retirement | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

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

Year End Tax Planning – Have You Done Yours?

By Curt Stowers | November 16, 2018 |

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

We are about a month and a half from the end of the year. That raises a VERY important question—have you reviewed your 2018 tax liability and taken steps to minimize it?