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Financial Information from Triplett-Westendorf Financial Group

401(k)

Risk Tolerance Vs Risk Capacity

Author By Mark Triplett

Date 3 years ago

If you’ve ever worked for an employer who offered a workplace retirement plan, like a…

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Financial Planning

Bird In the Hand

Author By Mark Triplett

Date 4 years ago

“A bird in the hand is better than two in the bush” is a proverbial…

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Quarterly Update

Quarterly Market Overview JULY 2021 – Royal Fund Management

Author By Mark Triplett

Date 4 years ago

Mark Sorenson | July 09, 2021 The second quarter ended with the DJIA, S&P500 and…

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Financial Planning

COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients

Author By Mark Triplett

Date 4 years ago

Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President…

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Financial Planning

Why Now Is the Time To Hire a Financial Advisor

Author By Mark Triplett

Date 4 years ago

Yahoo Finance | February 8, 2021 Whether you’re planning for a life milestone, like purchasing…

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Tax Planning

Avoiding Taxable Events

Author By Mark Triplett

Date 4 years ago

It seems like many folks we talk to would prefer to pay as little in…

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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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