Financial Information from Triplett-Westendorf Financial Group - Triplett Westendorf Financial Group, LLC

Financial Planning

Payoff Mortgage or Invest Instead

Author By Mark Triplett

Date 7 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 7 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 7 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 8 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 8 years ago

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

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401(k)

True Liquidity Versus Allocation Liquidity

Author By Mark Triplett

Date 8 years ago

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

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