General
10 Financial Tasks To Complete Before 2020
(Yes, You Still Have Time) Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people
December 1, 2019
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Retirement Planning
Social Security 2020: Increasing Taxes, Payments, and the Full Retirement Age
Social Security Retirement benefits are set to increase in 2020- a modest 1.6% increase for the average retired worker that adds an extra $24 per month to their retirement check.
November 1, 2019
Retirement Planning
Today’s Pre-Retirees: Financial Planning with a Contingency Plan
The demographics of retirement and a ‘retired person’ is rapidly changing worldwide. Over the past 200 years, there have been remarkable changes in health and wealth around the globe. Now,
November 1, 2019
Investing
Steps To A Worry-Free 401k Rollover
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
July 1, 2019
Retirement Planning
Can Your Retirement Plan Pass a ‘Stress Test?’
In our working years, we work and save toward retiring someday, creating our retirement story. Our story may include daily golfing, living somewhere different, or participating in activities we enjoy
May 31, 2019
Retirement Planning
Planning for the Long Haul: Is Your Plan for Retirement Bullet Proof?
The good news is we are living longer, but the bad news is that having irregular employment, higher health costs and the premature depletion of retirement assets is becoming a
March 1, 2019
Retirement Planning
How To Prepare for Retirement Responsibly
When it comes to responsibly preparing for retirement, having a robust financial plan is crucial. This plan should encompass various aspects, including setting retirement goals, creating a budget, managing debt,
March 1, 2019
Annuities
Qualified Longevity Annuity Contracts (QLACs)
Before retiring, many people worry about how long they will live and whether their money will last them. In addition to traditional retirement savings such as employer-sponsored plans, there is
November 30, 2018
Retirement Planning
Your ‘To-Do’ List: Schedule a Fall Financial Review
Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying an overall robust stock market and
November 1, 2018
5 Questions Answered: Social Security Retirement Benefits
How is my social security calculated? Social Security is calculated using your 35 highest paid earnings years and then averaged using the benefits calculation formula. You must have worked full
November 1, 2018