A blog for everyday financial tips, Trajan news updates, and more
Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.
Tax-advantage strategies like Roth IRA conversions can save money on income taxes during retirement but, there are some penalties to note.
2024 is coming up quickly. Here are five smart tax-saving strategies you can implement in your financial planning session.
As 3rd quarter is wrapping up, it is time to refocus on your comprehensive financial review. Here is a checklist from Trajan Wealth to get started.
This August’s markets had some sobering reminders for investors. One of the most important? Given the size of the Chinese economy, further weakness could spill over to the world markets – adding to already slowing growth.
When it comes to guardianship for your kids, who should you pick? Here are qualities to look for when selecting the right person for the role.
If you’re considering retiring in Salt Lake City, you’re not alone. Utah is becoming an increasingly popular place to move to, especially for those heading toward retirement. Before you make
