Trilogy Financial

5 Crucial Questions to Ask Before Paying for Your Child’s College Education

By Trilogy Financial
June 22, 2018
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As a parent, it’s natural to want to help your children succeed. In fact, in our recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.

If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures:

While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.

“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.

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December 28, 2018

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 for how and when money is spent. To give you a better understanding of how 30-somethings can stay on track for general savings and retirement, 14 entrepreneurs from Forbes Finance Council share their top advice for those needing to find a balance between spending and saving in their 30s.

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By Trilogy Financial
October 19, 2017

Trilogy Financial, with over $2 billion in client assets one of the largest financial planning firms affiliated with National Planning Corp., said on Thursday afternoon it was joining LPL Financial.

LPL in mid-August said it acquired the assets of National Planning Holdings Inc., an independent broker-dealer network with 3,200 advisers and $120 billion of client assets. The firms in the NPH network are: National Planning, Invest Financial Corp., Investment Centers of America Inc. and SII Investments Inc. Combined in 2016, they generated $909 million in revenues, according to InvestmentNews data.

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