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Financial Information from Triplett-Westendorf Financial Group

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401(k)

Important 2023 Financial Changes

Author By Mark Triplett

Date 1 month ago

After a rather sleepy 2022 regarding tax and retirement plan changes, many rules impacting retirement…

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401(k)

Understanding the Two Roth IRA 5-year Rules

Author By Mark Triplett

Date 2 months ago

Many would agree that Roth IRAs are special retirement accounts. They are funded with after…

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Financial Planning

What’s in Your Equity Investment Account?

Author By Mark Triplett

Date 4 months ago

What if my account goes to zero? It’s a question I’ve heard more than once…

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Financial Planning

Owner or Lender

Author By Mark Triplett

Date 4 months ago

Is it better to be an owner or lender? A simple question worth asking yourself….

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Economic Outlook

Inflation Adjusted Spending Plan

Author By Mark Triplett

Date 8 months ago

The rising cost of goods and services has many folks concerned, and some folks down…

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Economic Outlook

Market Commentary – Royal Fund Management

Author By Mark Triplett

Date 11 months ago

Mark Sorenson | March 04, 2022 Uncertainty continues to impact the market. Geopolitical concerns like…

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Ankeny, IA 50023

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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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