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Financial Information from Triplett-Westendorf Financial Group

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

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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Retirement Planning

You’re Going on Vacation!

Author By Mark Triplett

Date 6 years ago

Where you going? You: Mark, we’re going on vacation! Me: That’s great? Where are you…

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401(k)

SECURE Act Opportunities

Author By Mark Triplett

Date 6 years ago

On December 20, 2019, President Donald Trump signed into law a spending bill containing the…

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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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