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Latest News and Press Coverage of Trilogy Financial:

The CEO Forum February 2019   "We all must work together for the client, connecting and collaborating to help solve their problems." - Jeff Motske   Robert Reiss: Let's roll back to 1999. Talk about your vision for Trilogy. Jeff Motske: I created the model that we use at Trilogy…

  • Saving for College May 2nd, 2019 College is a major expense, and families without a plan for their children risk jeopardizing their retirement and future financial independence. Many financial advisors discuss college savings as part of a family’s overall financial plan. New parents, parents of high school students and grandparents all turn to financial advisors for help with college planning. Here are expert tips from financial advisors on how to help clients solve three common issues with college planning. https://www.savingforcollege.com/article/college-savings-makeovers   _______________________________________ Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state…

  • Hearing Health Spring 2019 Out of the estimated 48 million Americans living with some degree of hearing loss, only one in five wears hearing aids. The main reason? Cost. And these aren't the only costs associated with hearing loss. Over the course of a lifetime, healthcare fees can add up to tens of thousands of dollars - or more. Here are tips to help you budget and plan for these expenses.  https://view.publitas.com/p222-4764/hearing-health-spring-2019-issue/page/40-41

  • Forbes April 19th, 2019 With heavy financial burdens like student loans, rent, credit card payments and more, starting “adult life” on the right foot can feel impossible for many Millennials and Gen-Zers. These generations often receive conflicting advice about how to achieve financial stability: Some experts urge them to pay off their debts as quickly as possible, while others tell them to start building their retirement nest egg while they’re young. While both paths are valid, it shouldn’t be one or the other. Instead, it’s important to create a strategic financial plan that addresses both short-term debt and long-term savings. Below,…

  • FitSmallBusiness April 19th, 2019 Starting and growing a business can be very challenging. While it’s possible to achieve some of your financial goals without consulting a financial planner, working with one can have more advantages to both your business and personal financial health. We spoke with experts who shared a few signs you need a financial planner. Here are the top 21 telltale signs you may need a financial planner: https://fitsmallbusiness.com/signs-you-need-a-financial-planner/



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