Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…
Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…
If you’re planning a wedding, this conversation is a must.
Having debt is nothing to be ashamed of. In fact, according to CNBC, 70 percent of college students graduate with student loan debt (the most common type of debt faced by newlyweds).
But if you do have debt (or your partner does), the one thing you need to do—no matter how uncomfortable or awkward it feels—is discuss it with each other.
“It’s important you’re transparent, for better or worse,” says Jeff Motske, president and CEO of Trilogy Financial and author of The Couple’s Guide to Financial Compatibility. “Get it out on the table now, because there’s nothing worse than statements showing up in the mail or online and all of a sudden, you realize you’re both liable for paying off the debt.”
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Trilogy Capital, a hybrid registered investment advisor based in Irvine, Calif., has struck its largest deal of the year with Mountain Capital Investment Advisors, a $1 billion RIA based in Westminster, Colo.
The move marks Trilogy’s second office in Colorado and its 11th overall, with a footprint in California, Arizona and Massachusetts.
Mountain Capital was founded in 2011 by U.S. Marine Corps veteran and former pilot Brandt Burns and specializes in working with aviation professionals. Other team members include current and former pilots, airline executives and industry experts. Burns and other senior leaders owned the firm, according to its most recent Form ADV.
“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients,” Burns said in a statement.
Mountain Capital, which will keep its brand name with the move, offers consulting services, including interview preparation for pilots and aviation professionals, as well as tax preparation for airline professionals. The services will be combined with Trilogy’s existing Trilogy Tax & Consulting, an affiliated company the firm launched in September.
Read the full article here.
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