Trajan's Tactical Tips

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

checklist
Estate Planning

A Year-End Trust Checklist

The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. It’s important

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Create a living trust
Estate Planning

Is It Time to Create a Living Trust?

You already know that planning your financial future is a vital part of creating a comfortable, sustainable life. But how do you know exactly when to take what steps? Creating

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Investing
Estate Planning

Why Invest?

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of

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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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