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Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
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Dallas
Plan for Investment Taxes in Dallas, Texas
Professional financial planning makes a huge difference in your day-to-day life and future plans. At Trajan Wealth, it’s our job to look out for your financial well-being, including your investment
January 31, 2022
News
Trouble Ahead For Social Security Retirement Benefits?
The pandemic and recession of 2020 have negatively affected the Old-Age and Survivors Insurance benefits, commonly known as Social Security retirement benefits. With fewer payroll taxes collected throughout this period
January 30, 2022
General
How to Become a Financial Advisor
Are you considering a financial career? If so, that’s exciting! Helping clients with their assets is an admirable profession. We’ll talk you through how to become a financial advisor so
January 20, 2022
Education
Tackling Credit Card Debt in the New Year
It’s no secret that credit card debt is on the rise here in the United States. Between the toll caused by the pandemic and the rising costs of living, U.S.
January 4, 2022
Retirement Planning
Is The Backdoor Roth IRA Conversion Strategy Over?
As part of the Build Back Better Bill approved in November 2021, changes are coming to the rules for using a backdoor Roth IRA conversion. If you are considering a
December 27, 2021
Retirement Planning
Changes to RMDs in 2022: What You Need to Know
There are changes to Required Minimum Distributions (RMDs) that you need to be aware of for 2022. RMD ages have changed and now the RMD tables are changing along with
December 27, 2021