Until Robo-Advisors Learn Empathy

Trilogy Financial has added Ginger Silverman, founder and president of Aha! Unlimited Consulting and vice president of marketing, brands and campaigns at Behr Paint, to its board of directors. Silverman has also led communications initiatives for companies including Prudential, Pizza Hut, Taco Bell, Homebase and Lindora Medical Weight Control. “Ginger’s leadership, communications excellence and commitment to innovation aligns seamlessly with Trilogy’s core values,” said Jeff Motske, president and CEO of Trilogy Financial.

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Written by: Kathryn Flynn | College is a major expense, and families without a plan for their children risk jeopardizing their retirement and future financial independence. Many financial advisors discuss college savings as part of a family’s overall financial plan. New parents, parents of high school students and grandparents all turn to financial advisors for help with college planning.

Here are expert tips from financial advisors on how to help clients solve three common issues with college planning.

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Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.