Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Financial Wellness
Retirement Planning

Do You Need Financial Wellness?

Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. However, this doesn’t have just one meaning because it can mean something

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Women and Retirement
Retirement Planning

Women & Retirement: Modern Day Challenges

Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. According to Transamerica Center for Retirement Studies report Women and Retirement: Risks

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Portfolio Cash
Investing

Portfolio Cash: Not Just for Investing

Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for

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