Welcome to My Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
At Trilogy we do not own or have any ownership interest in any of the programs I may recommend. This allows me to offer unbiased, objective guidance to you in all areas of wealth management.
I believe that no single money management firm can be all things to all people. I am your advocate in the financial market place and can recommend a suitable strategy for your unique situation.
At Trilogy we take great pride to provide access to well established financial organizations and a broad universe of recognized institutional money management firms. Investment strategies are identified with one thing in mind; which money management firm best fits your unique situation.
The best part about working with me is that planning does not stop once a strategy is implemented. The ongoing monitoring and regular assessment of your changing needs are imperative to long-term investment success.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Tax preparation may be the perfect time to give the household budget a check-up.
Buy/sell agreements are designed a business against the death of a principle or key employee.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How long does a $20 bill last?
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.