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Financial Information from Triplett-Westendorf Financial Group

Financial Planning

3 Ways To Increase Return: Without Additional Investment Risk

Author By Mark Triplett

Date 5 years ago

If you want a great return on your money you need to take on more…

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Financial Planning

Carrying a Mortgage and Investing the Difference

Author By Mark Triplett

Date 6 years ago

Should you carry a mortgage, service the debt, and invest the difference in retirement? We…

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Financial Planning

Payoff Mortgage or Invest Instead

Author By Mark Triplett

Date 6 years ago

“Home is where the heart is.” ~ Gaius Plinius Secundus, a Roman philosopher better known…

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Estate Planning

Deconstructing the pro-investing argument against paying off your mortgage

Author By Mark Triplett

Date 6 years ago

Deconstructing the pro-investing argument against paying off your mortgage: In next month’s newsletter we’ll deconstruct…

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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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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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