Trajan's Tactical Tips

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

Estate Planning

Embracing the Inevitable: Death, Dying, and Planning for the Future

October ushers in the Halloween season, spotlighting themes of death and the supernatural, often playfully. Homes are decorated with skulls and ghosts, and haunted attractions invite the brave to confront the macabre. While Halloween allows for lighthearted celebration of fears, it also encourages deeper reflections on death and dying.

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Happy mature woman calculating year end contributions
Taxes

Year-End Contributions: A Gift to Yourself

The end of the year is the perfect time to work toward getting your finances in order. Wrap up all your retirement savings contributions before employer-sponsored plans such as Keogh, Solo 401(k), and 401(k). Learn more!

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Happy little girl receiving present
Saving

How to Skip the Toys When Gifting to Children

Are you thinking about heading to the toy store this season? When it comes to picking gifts for our children, grandchildren, or special people in our lives, we often reach for the newest toys or gadgets. However, it’s good to remember that these items can lose their charm and value over time. Here are some suggestions that can brings lasting joy!

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Investor looking at compasses
Investing

September 2024 Market Review

Geopolitical tensions are rising in the Middle East and Ukraine, raising concerns about potential escalation of conflicts. Despite these tensions, financial markets continue to remain resilient, but there are risks of slower global growth and increased joblessness due to the potential consequences of war. What’s an investor to do? Read our September 2024 market review.

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Illustration of figures reviewing rules
Retirement Planning

Social Security Retirement: Proposed Changes for 2025

As the U.S. population ages and life expectancies continue to increase, Social Security policymakers are considering adjustments to ensure its long-term sustainability. Read about three discussions are underway that may impact retirement benefits starting in 2025.

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