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Financial Information from Triplett-Westendorf Financial Group

Financial Planning

Average vs Real Return

Author By Mark Triplett

Date 7 years ago

What’s the difference between average rates of return and real rates of return? Let’s say…

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Economic Outlook

3 Ways To Take Advantage Of New Tax Law

Author By Mark Triplett

Date 7 years ago

The TAX CUTS & JOBS ACT is in the books. It may be seen as…

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Triplett-Westendorf Financial Group

How Is The Financial Professional Licensed?

Author By Mark Triplett

Date 7 years ago

Is it important to you to understand how a financial professional is licensed and compensated?…

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Financial Planning

Order Of Returns Risk

Author By Mark Triplett

Date 7 years ago

One of the most mystifying risks in retirement is the Order Of Returns risk. Investing…

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Retirement Income

How to Plan for a Client’s Provisional Income in Retirement

Author By Mark Triplett

Date 8 years ago

Provisional Income may not mean much to you unless you are currently receiving Social Security…

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Financial Planning

Is Your Financial Advisor A Supplier Or An Architect?

Author By Mark Triplett

Date 8 years ago

Is your a financial advisor a financial product supplier or an architect? When it comes…

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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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