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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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The Coronavirus: A Healthy Perspective

We can’t control the news. We can’t control how other investors behave. But we are in complete control of what

Improving the Quality of Our Decisions

We should not use outcomes when evaluating the quality of our decisions in the investment realm. Here's why.

Coin Tosses and Our Brain

Our brain is a pattern-detecting machine and will influence our opinions of the future based on prior patterns it has

10 Steps to Help You Handle a DOL Investigation

Sweaty palms - You’ve received a request from the Department of Labor (“DOL”) to provide documents about your retirement plan.

Thinking About Changing 401(k) Providers? Five Things You Should Know

A competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top talent.

A reliable forecast for 2020

Financial markets are only one side of the investing equation. The other side is the choices you make.

Who would have thought?

The media is nothing more than noise, which is why sticking to a thoughtful financial plan is so important.

SECURE Act and What 401(k) Plan Sponsors Need to Know

For plan administrators, sponsors and fiduciaries, here are a few of the biggest SECURE Act changes that you should be

3 Trends to Help Strengthen Your Workforce’s Retirement Savings

As your business grows and evolves, it's important to stay in the know on how to offer better workplace benefits