Trajan's Tactical Tips

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

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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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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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Investing

Maxed Out Your 401(k)? Here’s What To Do Next

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.

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Estate Planning

The Legacy of Independence

Just as our forefathers asserted their right to independence, a trust allows you to steer your financial future and ensures your wishes are honored.

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Investing

June 2024 Market Review

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.

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