A blog for everyday financial tips, Trajan news updates, and more
Investors looking for diversification during market volatility and high inflation often ask their financial professionals about strategies that may be appropriate for their situation. With the Fed Funds rate near
Halfway through the year is an essential time to examine your financial situation and determine if you need to make any changes to your strategies or increase contributions. A mid-year
If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State.
8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision
You can probably picture it. You’ve finally retired from a lifetime of work, and you’re set to move to one of your favorite places, perhaps a warmer climate or an
You may be retired after saving consistently for retirement and still consider investing. Depending on your situation, investing after retirement may include ensuring new investments do not jeopardize your retirement
Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and
Communicating about money with your significant other is vital to a successful, lasting relationship. Transparent, open-minded conversations about money are an essential step towards setting and meeting the financial goals
The pandemic and recession of 2020 have negatively affected the Old-Age and Survivors Insurance benefits, commonly known as Social Security retirement benefits. With fewer payroll taxes collected throughout this period
As part of the Build Back Better Bill approved in November 2021, changes are coming to the rules for using a backdoor Roth IRA conversion. If you are considering a
