The COVID-19 Retirement Study: What Can We Learn?
COVID-19 is changing many things throughout the world. Planning for retirement or already being in retirement has also changed for many Americans. While retirement can be an exciting time, it
A blog for everyday financial tips, Trajan news updates, and more
COVID-19 is changing many things throughout the world. Planning for retirement or already being in retirement has also changed for many Americans. While retirement can be an exciting time, it
Everyone needs to make smart financial decisions that steer them toward financial success. When people thrive financially, they may feel less financial stress, leading them to accomplish short and long-term
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
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
Picking the right wealth management firm is one of the best investments you can make for your financial future. But, how do you decide which is the best wealth management
The two terms financial planner and investment advisor may sound similar, but knowing the difference is vital to the success of your financial future. In this article, we’ll break down
Learning from our mistakes is a good thing. After all, if we learn from our mistakes, we are likely not to repeat them. Sometimes psychological or emotional factors contribute to
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
When it comes to retirement planning, it can easily feel like a numbers game. For instance, you’ll need to consider: the age you plan to retire, how much money you’ll
As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy. In the wealth management industry, we