Blog Category: Saving

college financial aid

College Awards and Financial Aid: What You Need to Know

Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university will be enough or not. Whether you have an athlete looking for more money to participate in a sport at college or a student in need of

Read More »
Stong woman
Retirement Planning

5 Reasons Why Women Need To Invest

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and other factors that impact their investing and saving for retirement. Women need to recognize the barriers to saving and investing

Read More »
Couple walking in the sunset

Four Simple Tips To Reach Your Financial Goals in 2022

Whether you’re happy with your current financial situation or wish to improve it, now is a great time to set financial goals for 2022. Here are four simple tips to help you get started. Tip #1 – Build an Emergency fund A financial emergency may occur in 2022, so to

Read More »
Doctor touched LONG TERM CARE text and working with modern computer

The Importance of Long-Term Care Planning

The statistics on longevity show that people are living longer and will likely need long-term care (LTC) at some point in their lives. The unknowns each of us faces are how many years we will need LTC and what it will cost. With the cost of LTC increasing year over

Read More »
A college student standing proudly. If you're overwhelmed by the idea of saving for college, Trajan Wealth can help you out!

How To Start Saving For College

Whether your child is in elementary school or hasn’t even been born yet, it’s never too early to develop a college savings plan. It may seem like a long way off, but the years go by quickly, and it is always good to be financially prepared. Starting on college savings

Read More »
A stack of quarters in front of a clock.

What is a High Yield Savings Account?

Not all savings accounts are made alike. When it comes to stocking away your savings, there’s opportunity for that pot of money to grow all on its own! High yield savings accounts can offer interest rates that are 20-25 times higher than the national average, helping to grow your finances

Read More »
Virtual Financial Appointment

Client-Advisor Communication

During times of uncertainty, communicating with others, and your advisor can be beneficial during any life-altering or world-changing event. For some, survival is their only plan when their financial resources are depleting. Others are more fortunate, and their finances are holding while they continue to work. But for most, dealing

Read More »

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 subsequent generations.  The Baby Boomers (born 1946-1964) are considered the wealthiest generation, currently controlling 70% of all the disposable income

Read More »

Subscribe to our monthly newsletter

stay informed

"*" indicates required fields

This field is for validation purposes and should be left unchanged.