Investing
Financial Planning for a Couple’s Age Gap
Couples usually don’t retire at the same time when they have an ‘age gap’ between them. An age gap relationship is one where there is eleven or more year’s age
January 1, 2019
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
General
New Year, New Financial Resolutions?
The start of a New Year is the time when most people decide to implement changes in some areas of their lives. Whether it is health or money related, starting
January 1, 2019
Investing
New IRS Changes for Retirement Plans in 2019
The IRS announced last month in November cost-of-living adjustments to limits on contributions to retirement plans for 2019. There hasn’t been an increase in some plan types since 2013, which
November 30, 2018
Tolerate the Turbulence
Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since
October 26, 2018
The Great Wealth Transfer
Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and
September 30, 2018
End of Year Money Moves
It’s that time of year again; kids go back to school, the election season is near, fall holiday planning starts, and suddenly we all move closer to the end of
August 31, 2018
Suitable Investments and You
suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it
June 29, 2018
Fear, Greed, and Your Portfolio
We like to think there are times when humans can be 100 percent rational, but in reality, our emotions are always influencing our decisions whether we want to acknowledge that
February 23, 2018
General
Assessing risk shouldn’t be scary
Risk comes in many shapes and sizes. It is important to understand each of them as well as possible so that you can avoid negative results and feelings. For example,
October 12, 2017
General
3 Reasons Investing In Mutual Funds Might Not Be Your Best Bet
There’s no doubt mutual funds remain one of the most popular investment choices. The better-known funds are fairly safe, have occasionally better returns and take a lot of the guesswork
August 21, 2017