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Financial Information from Triplett-Westendorf Financial Group

Healthcare

Historic HSA Contribution Increase

Author By Mark Triplett

Date 1 year ago

A health savings account or HSA is an account designated to pay for qualified healthcare…

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Economic Outlook

2023 Debt Ceiling Showdown

Author By Mark Triplett

Date 1 year ago

In a matter of days, the United States government could potentially default on its debt…

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401(k)

Secure act 2.0 relevant Changes

Author By Mark Triplett

Date 2 years ago

In the waning hours of 2022, Congress passed a $1.7 trillion omnibus spending bill. The…

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401(k)

Important 2023 Financial Changes

Author By Mark Triplett

Date 2 years ago

After a rather sleepy 2022 regarding tax and retirement plan changes, many rules impacting retirement…

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401(k)

Understanding the Two Roth IRA 5-year Rules

Author By Mark Triplett

Date 2 years ago

Many would agree that Roth IRAs are special retirement accounts. They are funded with after…

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Financial Planning

What’s in Your Equity Investment Account?

Author By Mark Triplett

Date 2 years ago

What if my account goes to zero? It’s a question I’ve heard more than once…

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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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