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    • 5 Things to Look for When Hiring a Financial Planner or Financial Advisor

      By: Tyler Gallagher | As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Jeff Motske, CFP®, president and CEO of Trilogy Financial, author of “The Couple’s Guide to Financial Compatibility” and host of “The Jeff Motske Show.” Jeff Motske, CFP®, is president and CEO of Trilogy Financial, a privately held financial planning firm headquartered in ... Read more
    • Just Married: Finance Tips for Newlyweds

      Written by: Alayna Okerlund | Last Updated February 24th, 2020  Congratulations! You just completed one of life’s greatest milestones: marriage. Whether you had an elegant reception or a lovely, intimate ceremony, you and your spouse are likely making plans for the life you two will build together. And that’s how it should be. Unfortunately, some newlyweds lose this level of excitement and bliss early on because they fail to be ... Read more
    • 3 Ways Grandparents Can Help Pay for College

      Written by: Cheryl Winokur Munk | Many grandparents are willing to help with college costs. One thing to keep in mind is that grandparent-owned 529s have a downside related to FAFSA, though there are workarounds. There are several ways grandparents can help pay for a grandchild’s education without giving money directly to the student. Grandparents, parents, and students must understand each of the options before deciding which one may be ... Read more
    • OC 500: Jeff Motske

      Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu Click here to read the full story.  ... Read more
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