Trajan's Tactical Tips

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

Tax Savings Moves to Make Before End of the Year

Tax Savings Moves To Make Before 2022 Ends

It’s not over yet. There’s still time left in 2022 for these five cost-saving maneuvers that can significantly lower your taxable income. Any contributions or distributions that are made this year would go a long way toward saving money when you file your return next year.

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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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