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
October 14, 2018

Jason Feifer, Jennifer Miller and Jeff Motske

Welcome to Relationship Management 101: Working with your spouse can be extremely rewarding (and complicated). In this episode, we dive deep with three people who’ve mastered the balance of professional ambition and personal relationships. Kicking off the show is Entrepreneur Magazine Editor-in-Chief, Jason Feifer, and author and journalist, Jennifer Miller. This husband and wife duo recently co-authored the comedic romp, “Mr. Nice Guy”, and learned about their marriage in the process. Jason and Jennifer reveal their top tips on working with loved ones. Next we'll speak with Jeff Motske, President and CEO of Trilogy Financial, Certified Financial Planner, Host of “The Jeff Motske Show”, and Author of “The Couple's Guide to Financial Compatibility”. Jeff serves up important lessons on collaborative money management, and explains why having a succession plan in place is integral for a healthy business environment. Tune in to find out how open communication, compromise, and preparation can help you strike the ideal work/life harmony.

[00:00:00] Personal and Professional Relationships

[00:05:30] The Power of Open Communication

[00:11:31] Tips for Working with Your Spouse

[00:18:21] Schedule a Financial Date Night

[00:26:11] Your Ego is the Enemy of Humility

[00:33:22] Why You Need a Succession Plan

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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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