A blog for everyday financial tips, Trajan news updates, and more
It’s a challenging decision to entrust a loved one to long-term care. Discover how this setting can improve their well-being, providing professional assistance and ensuring their safety – and how insurance can help.
Where do you see yourself when you dream of retirement? Do you picture yourself in a sunny location with lots of outdoor activities, or perhaps at a secluded lake? If you imagine a warm climate with plenty of adventures, retiring in Tucson, Arizona might be perfect for you.
When seeking a fiduciary advisor in Salt Lake City, it’s crucial to ask the right questions to evaluate their qualifications, approach, and alignment with your financial goals. Personalization is essential for a successful financial planning relationship.
Seeking financial advice in Frisco? Whether you’re a seasoned investor or just starting out, choosing a trusted financial advisor is crucial for achieving long-term goals. Here are key considerations to help you decide.
Navigating the complex financial landscape on your own can be overwhelming. Whether you’re planning for retirement or investing for the future, having a reliable financial advisor by your side in Tucson can make all the difference.
As people approach their golden years, Social Security benefits can create confusion. Here are essential features of Social Security to consider when planning for retirement.
Almost ready to retire? Here are eight key financial wellness metrics that pre-retirees must monitor as they approach retirement.
The Social Security Trust Fund needs more reserves due to a lower worker-to-beneficiary ratio caused by demographic changes. Congress needs to take action to prevent the trust fund reserves from being exhausted by 2035. Otherwise, a 24% reduction in benefits starting from 2024 is expected. Here are some of the changes forecasted.
Retirement is the time to kick back and enjoy the fruits of your labor. Here are 7 tax-effective strategies to help sweeten your fruit basket.
Tax-advantage strategies like Roth IRA conversions can save money on income taxes during retirement but, there are some penalties to note.
