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3FG Resources

Aloha

I’m glad you’re here. At 3 Financial Group, advocacy begins with listening and helping you understand how financial and legal decisions connect across your life. These resources were created to support that work — offering perspective, plain-English guidance, and thoughtful insight you can explore at your own pace.

You’ll find topics that reflect the questions we hear most often, the transitions people navigate, and the decisions that deserve careful consideration. Whether you’re planning ahead, navigating change, or protecting what matters most, our goal is to help you feel informed, supported, and never alone in the process.

— Joanna Amberger JD | MBA | CFP® 

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small business retirement plan for women

5 Steps to Pick the Best Small Business Retirement Plan

Choosing a small business retirement plan for your employees not only affects them, but you as the business owner as

6 Ways Financial Planning Differs Between Women and Men

Women are a growing force everywhere these days: in the workplace, the financial industry, and at home. But as more

7 Steps Women Should Take for Strong Financial Planning

Too often, women are pushed to the fringe of financial planning – for their families and themselves. But financial planning

Women’s Financial Planning Step 1: Establish A Financial Identity

For too many women, their financial identity is non-existent or tied up with a spouse, partner, or family member. Fortunately,

Strategic Ignorance: Coronavirus Edition

Practicing strategic ignorance is about selecting which information you pay attention to, and which information to ignore.

Don’t Let a Recession Faze You!

Recessions understandably trigger worries over how markets might perform. But history can be a comfort for investors wondering whether now

How can you help your employees that are drowning in debt, save more today?

If your employees are drowning in debt, they could be looking to you, the employer, to throw them a lifeline!

Help them help themselves

As a business owner, your plan participants often need a light nudge to go the extra mile to save, and

5 Steps to Create a Financial Wellness Program That Increases Engagement and Pro

Learn why having a financial wellness program for your employees is a good thing.
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