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    $2B Trilogy Group Transitions From NPH to LPL

    ByTrilogy FinancialOctober 25, 2017

    Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets.

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    3 Ways Grandparents Can Help Pay for College

    By autor-logo August 5, 2019

    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 Read more...
    Is This Your First Tax Season as Newlyweds? Here’s How to Get Through It Like Pros

    ByTrilogy FinancialApril 1, 2018

    A financial expert breaks down how to get through tax season unscathed, including how to prep, when to file jointly and the best ways to optimize your refund. ’Tis the season—for taxes. Listen, we know shuffling through IRS forms and deciphering a new tax code is one of the least enticing ways to kick off newlywed life (especially if you Read more...
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