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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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An Estate Plan To-Do List to Get Planning Done Before Summer Travel

Whether you’ve experienced a marriage, divorce, the birth of a child, or the loss of a loved one, it’s crucial

Your Estate Plan Must Coordinate with Your Financial Plan

Coordinating your estate plan with your financial plan is essential for protecting your legacy and ensuring your goals are met.

The Upside of Uncertainty in Investing – Why feeling unsure can actually be a good thing for your money

Feel like the market is too uncertain to invest? That might be your biggest advantage. Learn why embracing uncertainty—rather than

Staying Grounded During Market Losses

When markets get choppy, it's easy to feel unsteady. This article offers a calming perspective and practical steps to help

LGBTQ+ Families Must Prioritize Estate Planning Now Amidst Uncertainties of Trump’s Second Term

With LGBTQ+ rights under renewed scrutiny in Trump’s second term, now is the time to protect what matters most. Proactive

Think Twice Before Trusting That Headline

Headlines often distort the truth—especially when fear sells. Before reacting to financial news, make sure you’re getting the real story.

Investing at the Worst Time

Think it’s the worst time to invest? It might be the best. History shows that even the worst moments can

It’s Time to Review Your Tax Returns

It’s time to review your tax returns for potential issues and planning opportunities. Act now to reduce your tax liability.

Staying Grounded in Uncertain Times: Finding Calm in the Overwhelm

Lately, many clients have been telling me the same thing: they feel overwhelmed—not just by the markets, but by the