A blog for everyday financial tips, Trajan news updates, and more
On March 27, 2020, the Coronavirus, Aid, Relief and Economic Security (CARES) Act was signed into law and as a result, there are some key impacts to Individual Retirement Accounts
Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own
The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their
The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income. These individuals or families earn
Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible. It’s appealing to be able to work part-time or where you
Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment
Many people refer to their retirement savings as a “nest egg”. However, in theory, it should be made up of many sources of retirement income – many eggs. Even if
SAVVY: Adjective | Pronounced sav-ee | Having or showing perception, comprehension, or shrewdness especially in practical matters | Money Savvy: Smart with money, money wise, financially astute, shrewd. If you
The U.S. population continues to age, with the baby boomer generation now the largest retirement age generation ever. By 2035, one in three heads of households will be someone age
Fixed income is something many investors don’t understand, according to the 2019 survey, “Fixed Income, Not Fixed Thinking,” by BNY Mellon Investment Management, one of the largest asset managers in
