<strong>COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients</strong>

Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President Biden on Thursday isn’t aimed only at lower-income and middle-class individuals. Advisors say that many upper-middle-class earners and even the mass affluent can potentially qualify for a portion of the tax breaks or direct cash payments. Here’s a cheat sheet […]

<strong>Why Now Is the Time To Hire a Financial Advisor</strong>

puzzle, money, business

Yahoo Finance | February 8, 2021 Whether you’re planning for a life milestone, like purchasing home or retiring, looking to be more strategic about your investments or are just in need of a financial checkup, a financial advisor can be an invaluable resource for you. However, many Americans are hesitant to hire one. “When it […]

Our PT5 Process Interview on Business Innovators Network

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 […]

The Second Stimulus Bill of 2020–What it Means for Your Money

A second COVID-19 relief bill has been signed, sending stimulus checks to most Americans. Troy Westendorf of Ankeny Iowa’s Triplett-Westendorf Financial Group shared how that money will help families and why creating a spending plan could be a smart idea with WHO13 News in Des Moines.

Ancient Wisdom of Pharaoh’s Dreams

pyramids, egypt, egyptian

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 […]

The COVID-19 Vaccine and Your Money

virus, covid, science

The COVID-19 vaccine is rolling out and being administered across the country. Triplett-Westendorf Financial Group CEO Mark Triplett spoke with Des Moines Iowa’s KCCI news about what impact this has on your money.

When is a good time to convert from an IRA to a Roth?

puzzle, money, business

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 […]

Will You Need Less or More Income in Retirement?

investment, finance, time

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 […]

Retirement In Sight August 2020

Monthly News and Information for Current and Future Retirees Presented by Mark Triplett – AUGUST 2020 QUOTE OF THE MONTH “Not everything that is faced can be changed, but nothing can be changed until it is faced.” JAMES BALDWIN FIGURING OUT WHEN TO START YOUR SECOND ACT Many Gen Xers and baby boomers look forward […]

July 2020 Quarterly Market Overview

compass, newspaper, finance

Wow! A quarter to remember! After the market had its fastest selloff ever from a market high to a bear market, the reversal took hold in the 2nd quarter. A bear market is defined as a 20% pullback from a previous high. Interesting to note, this bear market replaced 1929 as the swiftest on record. […]