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Financial Information from Triplett-Westendorf Financial Group

Financial Planning

You Have To Sell It Before You Can Buy It

Author By Mark Triplett

Date 6 years ago

Imagine this. It’s early afternoon and you’re at the grocery store with list in hand….

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Financial Planning

Inheriting Unnecessary Capital Gains

Author By Mark Triplett

Date 6 years ago

When wealth transfers from one generation to another often times there’s an opportunity for mistakes…

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Financial Planning

Paying For k-12 With Tax Deductible College Savings

Author By Mark Triplett

Date 6 years ago

The Tax Cuts and Jobs Act of 2018 was one of the largest sweeping set…

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401(k)

Getting There and Back

Author By Mark Triplett

Date 6 years ago

Recently I was listening to an audio file of one of my mentors Jim Rohn….

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Market Analysis

I’d Like to Buy What You’ve Got… Maybe

Author By Mark Triplett

Date 7 years ago

What’s that outside your window? Wow, see that car in your driveway. It’s a real…

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401(k)

True Liquidity Versus Allocation Liquidity

Author By Mark Triplett

Date 7 years ago

Two hydrogen atoms to one oxygen atom and you get an amazing substance! H2O, AKA…

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Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Click these links to access the most recent copy of the Royal Fund Management brochure ADV 2A, 401K Maneuver brochure ADV 2A, Mark Triplett’s ADV 2B, and RFM Privacy Policy.

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