Trilogy Financial

Depending on Your Age

By Trilogy Financial
June 12, 2018
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The Social Security Administration’s 2018 Trustee report contains the same dire news as last year – the benefit program will run out of money in 2034. Some look at this distant date as a reason to remain calm, confident a solution will be found. “Despite the projections on the insolvency of Social Security, I do not hold the belief that Social Security will dry up entirely,” says Ryan Repko, a financial adviser for Ruedi Wealth Management, Inc. in Champaign, Illinois. “For better or worse, social security has become hardcoded in the American DNA, after all, it is not called the ‘3rd rail of politics’ for nothing. No politician wants to be in office and have social security dry up, so something will have to change that will reform social security, to keep it intact for generations to come. That’s my humble optimistic view.”

Others deny the way the math is interpreted. “Social Security is definitively not on the cusp of insolvency,” says Glenn Sulzer, Senior Analyst in the Corporate Compliance division of Wolters Kluwer Legal & Regulatory U.S. “The media hysteria that typically accompanies the SS Trustees’ Report ignores the fact that under current tax collections, the trust fund will be sufficient to pay 3/4 benefits for 75 years. The choreographed emergency is especially misplaced with those currently 50 and older, and even with respect to employees under the age of 50.

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By Trilogy Financial
May 29, 2018

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.

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October 20, 2026

Trilogy Capital said it has made its largest acquisition of the year with the addition of Mountain Capital Investment Advisors.

Founded in 2011 by United States Marine Corps Veteran and former airline pilot Brandt Burns, Westminster, Colo.-based Mountain Capital serves individual, family and small business clients, with a focus on aviation professionals, according to Trilogy.

Mountain Capital's advisors, some of whom are former pilots and other aviation industry professionals, manage more than $1 billion.

In addition to investment and wealth management advice, the practice offers tax preparation and consulting services, including interview preparation for pilots and other aviation professionals, a service spearheaded by co-founder Michelle Burns, who had worked as a senior manager at United Airlines for 14 years, Trilogy said.

These services will be folded into Trilogy Tax & Consulting.

Financial terms of the deal weren't disclosed.

The addition of Mountain Capital marks Trilogy's 11th location in Colorado, according to the firm.

Founded in 1999 and led by co-founder, President and CEO Jeff Motske, Irvine, Calif.-based Trilogy oversees more than $5 billion in advisory and brokerage assets from 10 regional offices, the company said.

See full article here.

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