Retirement Planning
3rd Quarter End of Year Financial Checklist
As 3rd quarter is wrapping up, it is time to refocus on your comprehensive financial review. Here is a checklist from Trajan Wealth to get started.
September 25, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Education
How Working Teens Can Invest Early with a Roth IRA
Did you know teens can start investing early with a Roth IRA? Early exposure to saving and investing can help teens learn about investment strategies and confidently manage their finances throughout adulthood.
July 31, 2023
Retirement Planning
3 Ways to Save for Your Child’s Retirement
Helping your child save for retirement starts with financial education and discussing the importance of saving for their future. Besides financial education, there are strategies to help them get a head start on their retirement savings. Life Insurance, 529 plans, and Roth IRAs are all great options to discuss with your financial profesisonal.
May 30, 2023
Saving
Long-Term Care Tax: New Legislation That May Impact You
As the population evolves, so too must discussions surrounding long-term care and who will bear its cost. To provide assistance to their residents, many states have acted by introducing or passing bills that offer state funding for LTC services. Let’s take a look at which of these locations are leading the charge in this increasingly important arena.
March 30, 2023
Saving
Springtime Is Clean Your Finances Time
Springtime is a great time to review your finances so you can work toward financial independence. While many are organizing their closets and cleaning out drawers and garages, instead, clean up your finances using these ten tips.
February 24, 2023
General
10 Tips to Develop Financial Wellness This Year
It’s one of the most important things you can do for yourself! In order to achieve financial wellness, we encourage you to start small and set achievable goals. Here are ten tips to get you started!
December 26, 2022
Saving
How Behavioral Economics Can Help You Keep New Year’s Financial Resolutions
New Year’s resolutions? Don’t forget to include a few resolutions to invest in yourself – using behavioral economics as a tool in your belt. It can help identify situations where irrational choices lead us into trouble.
December 22, 2022
Saving
Survival Tips For Tough Economic Times
Economists suggest that the U.S. economy is not in the clear and may be approaching another recession in 2023. Knowing the signs of a recession is essential to help you determine when to cut spending. You can also look for extra cash by using these tips to help you survive tough economic times.
December 3, 2022
Retirement Planning
7 Ideas to Get Retirement Savings on Track
Planning for retirement by implementing appropriate retirement savings strategies can help you be more financially secure when you retire. It’s essential to realize that saving for retirement happens over time
November 7, 2022
Saving
How To Be Smart Using Credit
Taking steps towards improving your financial situation includes understanding how to manage your credit wisely. If you don’t take credit seriously, you may run into issues when applying for a
November 7, 2022