News
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.
Trajan's Tactical Tips
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Education
How Working Teens Can Invest Early with a Roth IRA
Did you know teens can start investing early with a Roth IRA? Early exposure to saving and investing can help teens learn about investment strategies and confidently manage their finances throughout adulthood.
July 31, 2023
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.
July 28, 2023
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.
July 28, 2023
Education
Tax Breaks for College Students and Parents
Claiming a tax credit for college can help reduce the cost of education but make sure that you qualify before filing your taxes. Read about the top five tax breaks and their requirements.
July 25, 2023
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
July 21, 2023
Estate Planning
Estate Planning and Independence
In estate planning, we often talk about gifts and gifting, typically within the context of money, assets, and taxes. Kent Phelps, attorney and Trajan Estate CEO, believes that our values are the most important gifts we can give our heirs. Among these, the gift of work ranks as one of the most valuable. Phelps shares his story here.
July 17, 2023