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Latest News and Press Coverage of Trilogy Financial:

Forbes February 11th, 2019 When Jeff Bezos started Amazon -- originally called Cadabra -- he announced, “Our goal is to be earth’s most customer-centric company.” Today Jeff Bezos calls it "customer obsession." As I explored why customer focus is the primary driver of many of the world’s most successful companies,…

  • Financial Planning February 4th, 2019 In your career as a planner, you’re bound to meet a character or two. Plus, when you consider the unique bond that develops in an advisor-client relationship, it makes sense you will field some, well, unorthodox requests from clients from time to time.Scroll through the following list to see advisors' favorite anecdotes on baffling, funny and just plain strange queries. https://www.financial-planning.com/list/financial-advisors-strangest-client-requests-can-you-help-me-pass-my-drug-test

  • TheKnot February 2019 If you’re planning a wedding, this conversation is a must. Having debt is nothing to be ashamed of. In fact, according to CNBC, 70 percent of college students graduate with student loan debt (the most common type of debt faced by newlyweds). But if you do have debt (or your partner does), the one thing you need to do—no matter how uncomfortable or awkward it feels—is discuss it with each other. “It’s important you’re transparent, for better or worse,” says Jeff Motske, president and CEO of Trilogy Financial and author of The Couple’s Guide to Financial Compatibility. “Get it out on the table now,…

  • Cheapism February 21st, 2019 RETIREMENT RECONSIDEREDRoughly 1 in 2 Americans retire between the ages of 61 and 65, and nearly 1 in 5 retire before that. Most Americans also now take Social Security before their full retirement age, which varies by year of birth. Not only are people retiring earlier, but they're also living longer — much longer — and there's mounting evidence to suggest that early retirement often doesn't translate into just a few extra years of golf, fishing, and margaritas on the beach. From your health and happiness to, of course, financial realities, consider the risks of calling…

  • MSN July 26th, 2018 Do you daydream about retiring as you plod through your 9-to-5 job? Are you wondering how a neighbor or relative managed to quit working at age 59 and go traveling? For many people, retirement — never mind “early” retirement — seems out of reach. But with focus and self-discipline, you could amass enough money to retire earlier than you might think possible. Here are some tips to get you started: https://www.msn.com/en-us/money/retirement/18-moves-that-will-help-you-retire-early-and-in-style/ar-BBL6tmq



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