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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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Tips to Scam Proof Yourself in 2025

Anyone at any time can become a victim to a scam, including you and me. The best defense is a

Is the Economy Good or Bad?

Since we're constantly inundated with biased or incomplete information, it can be difficult for investors to know how the economy

Why We Diversify

Diversification reflects our understanding that we can’t consistently forecast what will happen, so spreading investments across different asset classes helps

Post-Election Estate Planning for the LGBTQ+ Community: Securing Your Future in Uncertain Times

For the LGBTQ+ community, proactive estate planning offers control and protection, safeguarding decision-making rights, assets, and loved ones.

Control What You Can – Rebalancing

Is your portfolio working for you—or drifting off course? Rebalancing keeps your investments aligned with your goals, manages risk, and

5 Years Later – 3 Major Takeaways

Five years ago, COVID-19 triggered a market selloff, leading to a 34% drop in the S&P 500 in one month.

Retiring Soon?

Are you nearing retirement and feeling overwhelmed? Planning for this change can be daunting, but it doesn’t have to be.

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

A Guide for First Time Executors

Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure