A blog for everyday financial tips, Trajan news updates, and more
There are changes to Required Minimum Distributions (RMDs) that you need to be aware of for 2022. RMD ages have changed and now the RMD tables are changing along with
Worried about retirement planning? You’re certainly not alone. In fact, more than 70% of Americans wonder if they’ll have enough money saved by their retirement age. Even those who contribute
Before the end of the year, it’s essential to review your finances. By doing so now, you can make the most of reviewing this year’s progress toward your financial goals
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
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
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
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
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
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
The lowering of interest rates by The Fed intends to promote economic growth during these difficult times. Rates will likely remain low until the end of 2023 as our economy recovers.
