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

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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Retirement Planning

You’re Going on Vacation!

Author By Mark Triplett

Date 7 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 8 years ago

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

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Financial Planning

You Have To Sell It Before You Can Buy It

Author By Mark Triplett

Date 8 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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