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Financial Information from Triplett-Westendorf Financial Group

Financial Planning

COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients

Author By Mark Triplett

Date 4 years ago

Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President…

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Financial Planning

Why Now Is the Time To Hire a Financial Advisor

Author By Mark Triplett

Date 4 years ago

Yahoo Finance | February 8, 2021 Whether you’re planning for a life milestone, like purchasing…

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Financial Planning

Planning Your Next (Post COVID Lockdown) Vacation

Author By Mark Triplett

Date 4 years ago

After more than a year of being cooped up in their homes, many folks are…

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Financial Planning

You Just Received Notice of an Inheritance: What Should You Do?

Author By Mark Triplett

Date 4 years ago

You’ve just been notified that you are receiving an inheritance. Someone cared enough about you…

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Estate Planning

Ancient Wisdom of Pharaoh’s Dreams

Author By Mark Triplett

Date 4 years ago

Every workday I spend 30 minutes reading. This habit developed about 5 years ago after…

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401(k)

When is a good time to convert from an IRA to a Roth?

Author By Mark Triplett

Date 4 years ago

When is a good time to convert from an IRA to a Roth? An attendee…

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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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