A blog for everyday financial tips, Trajan news updates, and more
Maxing out your 401(k) is a significant milestone in securing your financial future, but it’s just the beginning. Discover additional investment strategies that offer tax advantages and help you continue building your retirement savings beyond the 401(k) limits.
Most of us face various obstacles in our pursuit of financial independence and wealth accumulation. While these obstacles may seem minor at first, they can significantly impact one’s ability to build wealth.
Just as our forefathers asserted their right to independence, a trust allows you to steer your financial future and ensures your wishes are honored.
The S&P 500 and NASDAQ recently hit record highs, but it’s not all sunshine and roses. Instead, our June Market review looks at things from a balanced point of view. Avoid the pitfalls of relying solely on hindsight.
It’s a challenging decision to entrust a loved one to long-term care. Discover how this setting can improve their well-being, providing professional assistance and ensuring their safety – and how insurance can help.
As you pack for summer vacation, consider checking your estate planning. By addressing these critical aspects now, you’ll ensure that you and your family can fully embrace the joys of summer worry-free.
Robust Q1 2024 earnings in the US eased fears of higher borrowing costs cooling the economy. However, there are multiple cautionary note for future stock market performance. Read our recommendations for portfolios moving forward.
Where do you see yourself when you dream of retirement? Do you picture yourself in a sunny location with lots of outdoor activities, or perhaps at a secluded lake? If you imagine a warm climate with plenty of adventures, retiring in Tucson, Arizona might be perfect for you.
When seeking a fiduciary advisor in Salt Lake City, it’s crucial to ask the right questions to evaluate their qualifications, approach, and alignment with your financial goals. Personalization is essential for a successful financial planning relationship.
As we look ahead in 2024, it’s crucial for potential homebuyers to anticipate the direction of mortgage interest rates. While you can’t control interest rates, you can certainly prepare for them. Take a closer look at the factors that could influence mortgage rates during the summer and beyond.
