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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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Is your retirement plan getting the support it needs during this pandemic?

If you have a financial advisor, are they doing all they can to help you manage the health of your

Need a morale boost around the office?

Employers recognize that financial stress is taking a toll on their workforce — and their bottom line. Financial wellness can

Financial Wellness and Your Company’s Bottom Line

The industry consensus is that financial wellness not only produces results for employees, but it positively influences company bottom lines.

The Virtue of Optimism

In difficult times, we can step back and see the good. While it may not change reality, it can improve

Shock, Awe & Perspective

Whenever we experience a significant and unexpected event in our lives, it can result in a lot of uncertainty and

Four Ways to Help Reduce Financial Stress for Your Employee

As an employer, you’re in a unique position to positively impact your employees’ lives by helping them reduce their financial

CARES Act Update: Changes Impacting Retirement Plans

The Coronavirus Aid, Relief and Economic Security (CARES) Act is a robust economic stimulus package designed to help small business

CARES Act Retirement plan changes and employee FAQs

Here's a simple infographic that walks through what the CARES Act means for retirement plan changes and employee FAQs.

What should plan sponsors know about the CARES Act?

What should plan sponsors know about the CARES Act? Everything from eligibility to the four stimulus options!