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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

F5 Financial

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F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

11/04/2026

This week's Wednesday Wisdom

11/03/2026

🎬 How step-up in basis actually works

Step-up in basis resets an asset's cost to its value on the date someone dies, which can erase decades of capital gains. Josh Duncan, CFP®, explains it in under 30 seconds.

▶️ Watch the full video: https://youtu.be/FqDQMKTtD5M

👉 Subscribe for a new retirement planning video every week, and reach out to F5 Financial Planning if you'd like help applying this to your own plan.

11/02/2026

What forms of intelligence are you able to recognize—in yourself and in those around you?

https://www.f5fp.com/intelligence-monday-morning-motivation-1/

10/31/2026

🎙️ New podcast: Step-Up in Basis: Should You Gift Assets Now or Wait?

Josh Duncan, CFP®, covers what to give first, when a joint account resets in full, how trusts affect the step-up, and whether an inherited IRA ever gets one.

🎧 Listen now: https://freedomforretirement.transistor.fm/episodes/step-up-in-basis-should-you-gift-assets-now-or-wait
▶️ Prefer to watch? https://youtu.be/FqDQMKTtD5M

👉 Follow Freedom for Retirement wherever you get your podcasts so you never miss an episode.

10/30/2026

Debt doesn't just cost you money — it costs you choices.

https://www.f5fp.com/debt-sucks-why-im-not-a-fan-of-leverage-1/

10/29/2026

🎥 New video: Step-Up in Basis: Should You Gift Assets Now or Wait?

Gifted stock carries your cost basis to your children, tax bill included. Josh Duncan, CFP®, explains why that still isn't a reason to hold everything until you're gone.

▶️ Watch the full video: https://youtu.be/FqDQMKTtD5M

👉 Subscribe for a new retirement planning video every week, and reach out to F5 Financial Planning if you'd like help applying this to your own plan.

10/28/2026

This week's Wednesday Wisdom

10/27/2026

🎬 Your HSA is built to do 3 things at once.

Most people only use two of them. In this quick clip, Josh Duncan, CFP®, explains all three and why your cash flow decides how to use them.

▶️ Watch the full video: https://youtu.be/biECWXxdohc

👉 Subscribe for a new retirement planning video every week, and reach out to F5 Financial Planning if you'd like help applying this to your own plan.

10/26/2026

Where are you getting your information?'

https://www.f5fp.com/information-monday-morning-motivation-1/

10/24/2026

🎙️ New podcast: Should You Pay Medical Bills Out of Pocket to Grow Your HSA?

Two people with the same HSA balance can need completely different plans. Josh Duncan, CFP®, walks through the 2026 contribution limits, how an HSA stacks up against IRAs, and what changes once Medicare starts.

🎧 Listen now: https://freedomforretirement.transistor.fm/episodes/should-you-pay-medical-bills-out-of-pocket-to-grow-your-hsa
▶️ Prefer to watch? https://youtu.be/biECWXxdohc

👉 Follow Freedom for Retirement wherever you get your podcasts so you never miss an episode.

Address

70 Macon Street
McDonough, GA
30253

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16789298394

Website

https://www.f5fp.com/

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