A blog for everyday financial tips, Trajan news updates, and more
Revise Your Plan Now What a decade this has been for retirement planning! Coming out of The Great Recession and into COVID-19 has many Americans nearing retirement considering not retiring
While it seems strange, the stock market continues to rise while many corporate earnings fall. Stock valuations base on the available data investors have at their disposal, which are the
Now Ask for More $ Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or
In November 2019, the Internal Revenue Service (IRS) announced the cost of living adjustments for 2020 for most retirement savings plans. However, IRA contribution limits will stay the same. If
Consistent growth in income or assets are indicators of positive financial health, but when liabilities grow faster than assets, or the value of assets drop, the result is negative net
The financial services industry has classified “advice” as financial planning, not investment advice (the selection of investments), which is just one part of wealth management. If Robo-advisors have done nothing
With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal
In light of recent media reports on stock market performance, political issues, scandals, and other ‘news-worthy stories,’ limiting yourself from media hype as much as possible may be right for
The average American worker stays at a job only 4.2 years, and many had funded 401k accounts they’ve left with the employer’s plan custodian when they moved to a new
As more boomers leave the workforce each day the future is uncertain for both genders when it comes to their retirement savings lasting their entire life. Many don’t know what
