General
10 Financial Tasks To Complete Before 2020
(Yes, You Still Have Time) Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people
December 1, 2019
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Retirement Planning
Social Security 2020: Increasing Taxes, Payments, and the Full Retirement Age
Social Security Retirement benefits are set to increase in 2020- a modest 1.6% increase for the average retired worker that adds an extra $24 per month to their retirement check.
November 1, 2019
Retirement Planning
Today’s Pre-Retirees: Financial Planning with a Contingency Plan
The demographics of retirement and a ‘retired person’ is rapidly changing worldwide. Over the past 200 years, there have been remarkable changes in health and wealth around the globe. Now,
November 1, 2019
Investing
Steps To A Worry-Free 401k Rollover
The average American worker stays at a job only 4.2 years, and many had funded 401k accounts they’ve left with the employer’s plan custodian when they moved to a new
July 1, 2019
Retirement Planning
Can Your Retirement Plan Pass a ‘Stress Test?’
In our working years, we work and save toward retiring someday, creating our retirement story. Our story may include daily golfing, living somewhere different, or participating in activities we enjoy
May 31, 2019
Retirement Planning
Your ‘To-Do’ List: Schedule a Fall Financial Review
Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying an overall robust stock market and
November 1, 2018
5 Questions Answered: Social Security Retirement Benefits
How is my social security calculated? Social Security is calculated using your 35 highest paid earnings years and then averaged using the benefits calculation formula. You must have worked full
November 1, 2018
The Great Wealth Transfer
Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and
September 30, 2018
Social Security Retirement Benefits: Why Waiting May Be the Best Decision
Taking Social Security Benefits can be a guessing game unless you do your research to figure out what age to take benefits is the best for you. Do you receive
July 29, 2018
Legacy Planning as Part of Life Planning
Leaving a legacy through the passing assets today and after your death is a process that requires correct planning and execution. With the recent Tax Cuts and Job Act of
April 2, 2018