Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Investor looking at compasses
Investing

September 2024 Market Review

Geopolitical tensions are rising in the Middle East and Ukraine, raising concerns about potential escalation of conflicts. Despite these tensions, financial markets continue to remain resilient, but there are risks of slower global growth and increased joblessness due to the potential consequences of war. What’s an investor to do? Read our September 2024 market review.

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Retirement Planning

Social Security Retirement: Proposed Changes for 2025

As the U.S. population ages and life expectancies continue to increase, Social Security policymakers are considering adjustments to ensure its long-term sustainability. Read about three discussions are underway that may impact retirement benefits starting in 2025.

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Business

Asset Protection 101: A Guide for Women Entrepreneurs

Women-owned businesses in the U.S. number over 12 million and tend to outperform male-owned businesses in terms of revenue, job creation, and company performance. They employ over 11 million people. Regardless of industry, asset protection is crucial for women entrepreneurs to safeguard personal and business assets and ensure business continuity.

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Investing

August 2024 Market Review

Waiting for the impact of FOMC’s anticipated rate drop? Our CIO covers the tailwinds that might make it more of a non-event. Read our August Market review.

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Retirement Planning

A Long-term Care Guide for Singles

Long-term care (or LTC) is a significant part of financial and retirement planning. If you are single, here’s a helpful guide on navigating certain LTC decisions. Inform and prepare yourself by reading more!

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News

A Recap of 2024 Retirement Savings Legislation

The landscape of retirement savings in the U.S. is experiencing crucial changes due to newly enacted legislation for 2024. These changes seek to enhance the flexibility of retirement savings accounts and transform how Americans prepare for retirement. Here’s what you need to know!

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Florida

How to Find a Financial Advisor in Tampa 

If you’re looking for a Tampa financial planner, look no further than the team at Trajan Wealth! With our team, you can navigate life’s financial complexities confidently and clearly, knowing your financial future is in capable hands.

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Illustration of investors and
Investing

July 2024 Market Review

With unemployment reports shaking the markets, it’s crucial to focus on the big picture and remember that these fluctuations are temporary. Read now to stay ahead and stay calm.

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