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.
On November 27th, consider “shopping small” to support small businesses as you purchase holiday gifts this Small Business Saturday. The World Trade Organization reports that small and medium-sized businesses represent
Before the end of the year, it’s essential to review your finances. By doing so now, you can make the most of reviewing this year’s progress toward your financial goals
As we’ve discussed before, annuities can be fantastic resources for retirement. Many individuals and couples opt to use them in place of other retirement saving accounts in order to better
Medicare Open Enrollment beings on October 15th, 2021. There are new changes to Medicare for 2022 that may impact your coverage and services in addition to regular Medicare coverage for
An experienced financial professional can help guide you through the financial planning process by providing advice in several areas of your financial life. Financial planning involves multiple areas of finance,
Each year, the Transamerica Center for Retirement Studies conducts an annual retirement survey. It’s intended to explore the attitudes and behaviors of Americans regarding retirement security and benefits. Here are
