18 Things You Should Do If You Want to Retire Early

By Cheapism logo
February 21, 2019
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Written by: Andrew Lisa | Roughly 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 it quits too soon.

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By financial planning logo
February 28, 2019

Written by: Chelsea Emery | Jeff Motske has one of the strongest ways to tease out client priorities I’ve heard in quite a while.

“What if?” Motske asks clients.

“What if one if your partner needs critical care? What if you want to move to Arizona? What if one of your kids starts a family on the other side of the country?,” the CEO of Trilogy Financial asks.

It’s deceptively simple, but an excellent method for getting at the heart of clients’ values and fears.

“These are critical questions,” Motske told me during a recent visit to Financial Planning offices in New York. “You want to ask them before things happen.”

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October 20, 2026

Trilogy Capital, a $5 billion wealth manager based in Irvine, Calif., is acquiring Mountain Capital Investment Advisors, a $1 billion registered investment advisor firm in Westminster, Colo.

Trilogy says the deal is its largest acquisition of the year and will establish its 11th office location and its second in Colorado.

Mountain Capital was founded in 2011 by Brandt Burns, a former U.S. Marine and airline pilot who says that joining Trilogy will provide his team of advisors with additional resources to improve their service model while preserving much of their operating model.

“We will retain our brand and unique position in the marketplace, and our leadership team, advisors, and staff will remain intact, so client disruption should be minimal,” he says. “This important move for our firm will not replace what we’ve built—it will strengthen it.”

In addition to Burns, other members of Mountain Capital have worked as pilots or in other roles in the aviation industry, and it has a niche serving clients who work in that sector. Brandt’s wife, Mountain Capital co-founder Michelle Burns, spent 14 years as a senior manager for United Airlines. At Mountain Capital, she led development of a specialized tax-preparation service designed for pilots and other aviation-industry professionals. Trilogy says that an affiliated company, Trilogy Tax & Consulting, will absorb Mountain Capital’s tax service.

Read more here.

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