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Financial Information from Triplett-Westendorf Financial Group

Financial Planning

Paying For k-12 With Tax Deductible College Savings

Author By Mark Triplett

Date 6 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 7 years ago

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

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401(k)

You Be The Advisor – Widower and The Roth

Author By Mark Triplett

Date 7 years ago

How about we flip the tables, and make you the advisor this month? Does that…

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401(k)

Required Minimum Distribution‘s

Author By Mark Triplett

Date 7 years ago

Did you get your taxes done on time? Good for you! It seems each year…

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401(k)

You’re Paying Somebody… What Are You Receiving In Return?

Author By Mark Triplett

Date 7 years ago

Here are a few questions I have to ask you. Do you have investments? Do…

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401(k)

Bond Alternative Within A Portfolio

Author By Mark Triplett

Date 7 years ago

The World Was Flat In the past, financial advisors have relied on a well-balanced portfolio…

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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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