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

Healthcare

Historic HSA Contribution Increase

Author By Mark Triplett

Date 2 years 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 2 years 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 3 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 3 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 3 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 3 years ago

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

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Retirement Planning

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