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  • CEO Forum Magazine Jeff Motske

    "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 Financial, which is the combination of tax, financial and estate planning. In my previous life I was in the retirement planning space, but I knew there was ... Read more
  • The Uncomfortable Thing You Need to Talk About Before You Get Married

    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 ... Read more
  • 14 Ways To Successfully Balance Spending And Saving In Your 30s

    Many individuals reach significantly higher levels of earning - and spending - in their 30s. Many of them have moved up in their careers, branched out across sectors, started investing, gotten married or started a family, to name a few. All of these events can also drain savings significantly, not to mention cut into retirement plans. With so much capital moving around, it is important to set goals and guidelines ... Read more
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