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How A Fiduciary Can Help You Through Financial Planning

family smiling on hike

Many Americans spend more hours than they’d like managing necessary financial components of life while balancing caring for a family, performing at work and enjoying time with loved ones. Despite working hard to try to strike a perfect balance, financial planning, saving and investing can be tedious and time consuming, and maybe even daunting. This […]

Life Insurance Myth

“I won’t be here to spend the life insurance benefit.” Sure, one of the most popular reasons for buying life insurance is ensuring your family’s financial security after your homegoing. But the truth is, life insurance has many living benefits, too. Some term life insurance policies allow you to access a portion of your death […]

Life Insurance Keeps a Business in the Family

In the heart of a bustling town, Ernesto “Peanut” Folks stood as the owner of an auto body repair shop, where years of hard work and dedication had woven into the very fabric of his business. His vision for the future was crystal clear—passing the torch and the legacy of his shop to his son, […]

Millennials and Gen Z Lead Growing Need for Life Insurance in 2023

The pandemic’s economic disruption altered people’s views on a wide range of money topics—from the feeling of financial insecurity to the extra burden of debt, to how best to protect their loved ones, physically and financially. People’s interest in life insurance—knowing they have a need for it—was heightened during the pandemic and remains so, as […]

3 Myths About Life Insurance

No one really wants to think about life insurance. But if someone depends on you financially, it’s a topic you shouldn’t avoid. Are any of these reasons stopping you from getting the life insurance coverage you need? If so, read on! 1. My family can rely on loans or other family members. We know we […]

What You Need to Know About Life Insurance

Navigating the intricacies of life insurance can be a daunting task, but at Trilogy Financial, we believe that understanding the basics is crucial in making informed financial decisions. Life insurance, in essence, provides a straightforward solution to a complex question: How can your family be financially safeguarded if the unexpected were to happen to you? […]

Romance Scams

A romance scam, also known as an online dating scam, is when a person gets tricked into believing they’re in a romantic relationship with someone they met online, when in fact their other half is a cybercriminal using a fake identity to gain enough trust to ask — or blackmail — them for money. Oftentimes, a romance scammer […]

Password Managers

Password managers are a key resource in maintaining your security. They allow you to keep track of your passwords and encrypt them before they leave your device. Some password vaults can also generate and change passwords for you in one click, as well as securely store other types of data like credit card information. Password […]

Bank Customer Service Scams

Scammers are pretending to be bank customer service representatives reaching out regarding fraud prevention. Their goal is to get you to reset your login credentials and gain access to your account. How it works Scammers, posing as customer service representatives, will call and keep the victim on the phone for multiple hours to “resolve” a […]

Inflation-Proof Your Finances: 7 Expert Tips from a Financial Advisor

As the cost of living rises, households worldwide feel the squeeze. Inflation impacts everything from groceries to housing to healthcare, and families struggle to make ends meet as they stretch their budgets to the limit. Recent statistics show the inflation rate in the United States has risen to its highest level in over four decades. […]

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