General
COVID-19 and the Global Retirement Crisis
What does it mean for the U.S.? With more research and data coming out since COVID-19, the U.S. is facing an economic and retirement crisis. Still, many of the world’s
August 1, 2020
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
General
Travel Plans Cancelled? Buy Local and Travel Local
COVID-19 has changed the way that Americans shop and travel, impacting our spending habits indefinitely. With stores, hotels, and restaurants closed or at limited capacity, many choose to cancel travel
July 1, 2020
General
Financial Literacy: Combating Inadequate Education
Financial stress is a concern for many, especially during today’s pandemic. The consequences of not having an emergency fund, excessive debt, and limited retirement savings along with COVID-19 will financially
June 29, 2020
Business
Unemployment: Problems for the United States Economy?
The unemployment rate is the percentage of unemployed workers in the total labor force and indicates the health of the U.S. economy. COVID-19 has significantly impacted unemployment to record numbers
June 28, 2020
Investing
Do Not Put Off Your Retirement
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
May 31, 2020
Investing
Why is Stock Market Performance Up During a Pandemic?
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
May 31, 2020
News
The CARES Act, RMD, and Hardship Distribution Changes
What You Need to Know The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) became law on March 27th, 2020, and contains significant legislation for Required Minimum Distributions
April 30, 2020
News
2019 Tax Extensions
COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The 2019 tax extensions changed the deadline as a part of the CARES
April 30, 2020
News
Key IRA Impacts of the 2020 CARES ACT
On March 27, 2020, the Coronavirus, Aid, Relief and Economic Security (CARES) Act was signed into law and as a result, there are some key impacts to Individual Retirement Accounts
April 3, 2020
Education
College Awards Season is Here
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
March 31, 2020