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.
Springtime is a great time to review your finances so you can work toward financial independence. While many are organizing their closets and cleaning out drawers and garages, instead, clean up your finances using these ten tips.
Initially designed for retired workers and survivors, the program’s funds depletion date is 2035. For Americans that will retire after 2035, the future of receiving their projected full retirement monthly benefit looks bleak. The Social Security Administration estimates the ability to pay 77% of promised benefits at that time. Here is Social Security’s present situation.
In comparison to the rates seen in the 1970s, the most recent rises in interest rates still appear minimal. Despite this, these are the largest adjustments we have experienced in several decades and now, investors have a chance to take advantage of investment prospects that have been dormant in the debt market for over a decade. Here is how you could
maximize the rewards of this opportunity.
All too often, the death of a celebrity is a cautionary tale when it comes to getting our affairs in order. Priscilla Presley (Elvis’s ex-wife and Lisa Marie’s mom) already filed a lawsuit four days after she buried her daughter to remove Lisa Marie’s oldest daughter as trustee.
In Lisa Marie’s case, we can learn from some wise planning going back to Elvis, as well as some things that could have been done better.
Buoyed by signs of declining inflation, a strong labor market, and steady GDP growth, risk assets rebounded from their 2022 capitulation, posting strong returns in January. With inflation being the driver of financial markets over the past four quarters, the $64 million question is “what lies ahead”? Read our market recap for January 2023 by CIO Udayan Mitra, CPA.
No one wants to think about their own death, yet none of us will live forever. Creating an estate plan is an unpleasant but necessary part of being a responsible adult. We can’t know when our time is up, but we can control whether we help our loved ones or leave them with a financial mess.
