A blog for everyday financial tips, Trajan news updates, and more
A major update for business owners: A federal court has temporarily blocked parts of the Corporate Transparency Act (CTA), pausing enforcement of certain provisions. Learn how this development could impact compliance requirements and what it means for your business.
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.
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.
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.
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
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.
The S&P 500 was up 8.7% in the second quarter and 19.4% over the past year. Despite fears of inflation, rising interest rates, and a weakening economy, investors are optimistic about future earnings growth. That’s especially true in the technology sector, where there have been rapid advances in artificial intelligence. We encourage investors to ignore the short term so they can focus on their long-term financial plan.
