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

Financial Planning

Order Of Returns Risk

Author By Mark Triplett

Date 9 years ago

One of the most mystifying risks in retirement is the Order Of Returns risk. Investing…

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Retirement Income

How to Plan for a Client’s Provisional Income in Retirement

Author By Mark Triplett

Date 9 years ago

Provisional Income may not mean much to you unless you are currently receiving Social Security…

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Financial Planning

Is Your Financial Advisor A Supplier Or An Architect?

Author By Mark Triplett

Date 9 years ago

Is your a financial advisor a financial product supplier or an architect? When it comes…

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Financial Planning

Just selling stuff?

Author By Mark Triplett

Date 9 years ago

My partner and I recently met with a couple from one of our workshops whose…

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Financial Planning

Do You Own Lazy Money?

Author By Mark Triplett

Date 10 years ago

When it comes to wealth management, money can do two things. It can earn interest,…

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Retirement Planning

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