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

Financial Planning

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

Author By Mark Triplett

Date 5 years ago

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

Read More

Money Management

Life After Stretch IRAs

Author By Mark Triplett

Date 7 years ago

Pending Legislation Could Affect Inherited IRAs in a Big Way Inherited IRAs, or “Stretch IRAs,”…

Read More

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…

Read More

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…

Read More

Market Analysis

I’d Like to Buy What You’ve Got… Maybe

Author By Mark Triplett

Date 8 years ago

What’s that outside your window? Wow, see that car in your driveway. It’s a real…

Read More

Financial Planning

Balanced Approach With Loss Avoidance

Author By Mark Triplett

Date 8 years ago

For nearly three decades interest rates have declined. Stock market volatility sent investors fleeing to…

Read More

Load More You’ve reached the end of the list

Back to top

Media and Press

Helpfull Resources

Retirement Planning

Company