Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

2025 Market Outlook Hero Image
News

2025 Market Outlook

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.

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Tax time
Taxes

How to Start Tax Planning

It’s that time of year. Tax season. But this time, you don’t have to let taxes scare you. By utilizing some of our recommended tax planning strategies you can head

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A hand with a ring signs some paperwork.
Estate Planning

What Is Legacy Planning?

When it comes to passing along your assets, there are specific steps to ensure your wishes and preferences for your estate are followed. It’s been awhile since we talked about

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Women and Retirement
Retirement Planning

Women & Retirement: Modern Day Challenges

Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. According to Transamerica Center for Retirement Studies report Women and Retirement: Risks

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Financial Wellness
Retirement Planning

Do You Need Financial Wellness?

Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. However, this doesn’t have just one meaning because it can mean something

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