News
Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
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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.
September 30, 2024
Estate Planning
Well Played, Chan-Chan Man: Matthew Perry’s Smart Move with a Trust Estate Plan
Matthew Perry, beloved for his role as Chandler Bing on Friends, was not only known for his wit and humor on screen but also for his smart financial planning off-screen. His meticulous estate planning ensured his loved ones would be well taken care of in the event of his passing.
September 24, 2024
Business
Asset Protection 101: A Guide for Women Entrepreneurs
Women-owned businesses in the U.S. number over 12 million and tend to outperform male-owned businesses in terms of revenue, job creation, and company performance. They employ over 11 million people. Regardless of industry, asset protection is crucial for women entrepreneurs to safeguard personal and business assets and ensure business continuity.
September 21, 2024
Investing
August 2024 Market Review
Waiting for the impact of FOMC’s anticipated rate drop? Our CIO covers the tailwinds that might make it more of a non-event. Read our August Market review.
September 11, 2024
Retirement Planning
A Long-term Care Guide for Singles
Long-term care (or LTC) is a significant part of financial and retirement planning. If you are single, here’s a helpful guide on navigating certain LTC decisions. Inform and prepare yourself by reading more!
August 20, 2024
News
A Recap of 2024 Retirement Savings Legislation
The landscape of retirement savings in the U.S. is experiencing crucial changes due to newly enacted legislation for 2024. These changes seek to enhance the flexibility of retirement savings accounts and transform how Americans prepare for retirement. Here’s what you need to know!
August 20, 2024