Trajan's Tactical Tips

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

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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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

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The Real Cost of Credit

2017 was a challenging year for the credit industry. From the data breach at Equifax and multiple lawsuits that follow, it has been a tumultuous time for consumers to have

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