Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Over the past century, life expectancy in the United States has dramatically increased, a fact that has profoundly impacted the financial security experienced during our golden years.
After World War II, the first generation of retirees were generally expected to live less than a decade after leaving the workforce. Now, the average American is living to be about 78.8 years old, and as a result retirement can last anywhere from 20 to 30 years, with some people spending more time retired than they did working.
That sort of longevity is wreaking havoc on the best of financial plans, particularly when combined with the rising costs of some of life’s most significant expenses.
...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 just returned from your honeymoon and finally wrapped up thank-you notes). But if you haven’t already, it’s time to get down to business filing your first tax return as a married couple. Have questions? We have answers, thanks to Jeff Motske, president and CEO of Trilogy Financial and author of The Couple's Guide to Financial Compatibility. Here’s what first-time newlyweds need to know this tax season.
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