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America’s National Retirement Security: Study Indicates Problems

Each year, the Transamerica Center for Retirement Studies conducts an annual retirement survey. It’s intended to explore the attitudes and behaviors of Americans regarding retirement security and benefits. Here are several noteworthy findings from the most recent study in late 2020. Eighty-two percent of workers save for retirement through employer-sponsored …

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Tax Alert! Are You Paying Too Much or Too Little?

Right now is a great time to evaluate your current tax situation and enact a few changes to improve it before the year ends. The first thing to evaluate is whether the correct amount of taxes is being withheld from your paycheck each month if you’re employed. Second, be mindful …

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Summer financial review

3 Reasons For A Summer Mid-Year Review

Summer is a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that can help keep you on track with your goals. Regardless of your age, scheduling your financial review mid-year gives you enough time to implement changes before the …

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Medicare and your health

What You Need to Know About Medicare

Since July is Medicare’s birthday month, there’s no better time to discuss what Medicare is and how it may benefit you. At its core, Medicare is a federal health insurance program for Americans ages 65 and older and younger people with disabilities. Here are some questions and answers regarding Medicare: …

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Two older people sitting on a bench looking out at the beach.

Types of Retirement Plans

Whether you are nearing retirement or just starting to plan, knowing the different types of retirement plans out there can help you strategize. There’s a lot to consider when it comes to retirement and at Trajan Wealth we want to set you up for retirement success! So, we’ve compiled a …

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The Sandwich Generation

The Sandwich Generation

A Growing U.S. Concern As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This generation is the middle-aged generation supporting the baby boomer generation—now the largest generation ever. By 2035, one in three heads of households will …

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COVID 19 and Retirement

The COVID-19 Retirement Study: What Can We Learn?

COVID-19 is changing many things throughout the world. Planning for retirement or already being in retirement has also changed for many Americans. While retirement can be an exciting time, it also brings additional concerns heightened by the pandemic. In 2020, the Transamerica Center for Retirement Studies surveyed retirees to learn …

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Discuss Money with Your Partnet

Why Discuss Money with Your Partner?

Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the same financial values. Having conversations about money and dealing with money issues versus avoiding them is an essential step in meeting the financial goals that …

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Making Financial Decisions

Top 5 Tips for Making Sound Financial Decisions

Everyone needs to make smart financial decisions that steer them toward financial success. When people thrive financially, they may feel less financial stress, leading them to accomplish short and long-term financial goals. Here are five tips to help you make better financial decisions for yourself: #1: Involve Yourself in Your …

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