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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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5 Lessons Every Plan Sponsor Should Heed from Recent Lawsuits

While plan accidently self-deal from time to time, many plan sponsors have heeded the lessons from these lawsuits and have

Timely Lessons from Argentina’s Stock Market Crash

As investors, we may not be able to predict what surprise will occur, we can certainly predict we will be

My thoughts on the Yield Curve

Since the inverted yield curve is not an accurate predictor of recessions, it may make sense to understand why this

4 Reasons to Benchmark Your Company’s Retirement Plan This Year

As a consumer, how do you know if you’re getting the best value for your dollar unless you shop around

The Power of an Orderly Life

A purposeful and fulfilling life requires effort. While our natural state may go toward disorder, we can create order through

The Thinking Brain

The brain is extremely complex, but we can simplify it down to two parts: the thinking brain and the feeling

Forecast for 2nd Half 2019

What is the force that influences us to make decisions based on forecasts? There is ample evidence that expert forecasts

401(k) Investments on the Watch List? Best practices to help manage it.

If you have recently been informed that one or more of your company’s retirement plan investments are on the Watch

Automatic Enrollment and Auto Escalation Boost Participation and Savings Rate

If your company’s 401(k) plan design doesn’t currently include auto features, and/or if you’re thinking about implementing them, then keep