Trajan's Tactical Tips

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

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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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

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Virtual Financial Appointment
General

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

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