Trajan's Tactical Tips

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

2025 Market Outlook Hero Image
News

2025 Market Outlook

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.

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Estate Planning

Estate Planning and Summer Travels

When we head off on our summer travels, we often leave behind our responsibilities and worries, seeking enjoyment and relaxation instead. However, this doesn’t mean that we can completely disregard our future and the well-being of our loved ones. Just as we take steps to plan our vacations meticulously, we must also take steps to plan our estates properly.

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Business

401(k) Options for Small Business Owners

Small business owner? You should establish a retirement plan to help be more financially confident in retirement. It may also help attract and retain qualified employees and offer business tax savings.

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News

Benefits of Inflation

When inflation increases, people often feel the sting of paying more for groceries, gas, and almost everything else. Many may feel inflation is terrible because their paychecks are shrinking, and they don’t like paying more for the same items. But inflation also has positive benefits. Yes, really. There is an upside to inflation.

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WSB July 2023 Interview with Jeff Junior
Video

July WSB Interview

Jeff Junior on the Shelley Wynters Show After his mother’s passing, WSB 95.5 radio host Shelley Wynters shares his inspirations for improving his lifestyle – including his financial plans. Jeff

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