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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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Preserving Your Mental Health

Finding joy isn’t so much about our circumstance as it is in the actions we take.

Coronavirus and Retirement Savings: History Lessons

Keeping emotions out of investment strategies can be challenging even on a normal day.

The Illusion of Control

There are things we can’t control and things we can. Your greatest control is in the investment decisions you make,

Predictably Irrational!

When times are bad, "experts" start downgrading and cutting estimates. It's as reliable as a sunrise.

Can the Tax Saver’s Credit Help your Employees get Paid to Save for Retirement?

Your employees may be able to take a tax credit for making eligible contributions to their IRA or employer-sponsored retirement

What a Day!

When life feels uncertain, it is best to simply focus on what we can do that is within our control.

Investing: Simple, Yet Difficult

Warren Buffett said, “Investing is simple, but not easy.” Sounds like a contradiction, but in real life simplicity has little

Detrimental Data

We are bombarded by information from all sources. We can’t possibly process it all, which is why it is imperative

Managing Risk: Do’s and Don’ts for Your Company’s Retirement Plan Committee

Here are five ways that plan sponsors can aim to lower fiduciary risk and stay in accordance with ERISA.