Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

How to be smart using credit
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

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Retirement Planning

Five Ways to Save For Retirement

If you’re already saving for retirement, you’re on your way to a more financially secure retirement. It’s essential that you continue to save and explore other strategies that may be

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Reunion Tower and skyline
Dallas

Saving Your Money in Dallas

They say everything’s bigger in Texas. If that’s true (and we know it is), why shouldn’t that include your savings account? As your Texas fiduciary advisors, we’re here to remind

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I Bonds: What Investors Need to Know
Retirement Planning

I-Bonds: What Investors Need to Know

Investors looking for diversification during market volatility and high inflation often ask their financial professionals about strategies that may be appropriate for their situation. With the Fed Funds rate near

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Senior couple planning their investments with financial advisor
Retirement Planning

5 Mid-Year Financial Review Tips

Halfway through the year is an essential time to examine your financial situation and determine if you need to make any changes to your strategies or increase contributions. A mid-year

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