What are the opening hours?

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

F5 Financial

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

29 South Webster Street, Suite 350B
Naperville, IL
60540

Opening Hours

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

Website

https://www.f5fp.com/

Alerts

Be the first to know and let us send you an email when F5 Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.