We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. We shared our unique financial planning approach with the Business Innovators Network. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where […]
Every workday I spend 30 minutes reading. This habit developed about 5 years ago after I was introduced to the world of personal development by my good friend Kevin. He’s been a big influence on my life, usually leading me to be a better person by example. I try to read books about topics that […]
When is a good time to convert from an IRA to a Roth? An attendee at one of our recent workshops asked us a question about Roth Conversions. Specifically, she asked “when is a good time to convert to a Roth IRA?” In short, the final two months of the year are typically when we […]
Our firm holds regular educational classes at the community college campus near our Ankeny, IA office. We invite folks in surrounding communities to these classes through direct-mail postcard invitations and digital invitations through Facebook. The invitations highlight several specific topics that we commonly cover during our classes. For example, strategies to optimize entitlement programs such […]