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Financial Information from Triplett-Westendorf Financial Group

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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Money Management

Life After Stretch IRAs

Author By Mark Triplett

Date 6 years ago

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

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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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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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Market Analysis

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

Author By Mark Triplett

Date 7 years ago

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

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Financial Planning

Balanced Approach With Loss Avoidance

Author By Mark Triplett

Date 7 years ago

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

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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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