Taxes
Get Organized for Next Year’s Taxes
With April 15th in the rearview, taxes might be the last thing on your mind. But believe it or not, now is the perfect time to reconfigure your organizational system
June 15, 2022
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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
May 24, 2022
Taxes
Five Ways to Protect Yourself From Tax Identity Theft
April 18th, 2022, is the deadline to file your 2021 taxes, and experts advise filing early ahead of scammers to ensure you get your return and someone else doesn’t. Many
January 31, 2022
Dallas
Plan for Investment Taxes in Dallas, Texas
Professional financial planning makes a huge difference in your day-to-day life and future plans. At Trajan Wealth, it’s our job to look out for your financial well-being, including your investment
January 31, 2022
Taxes
End of 2021 Tax Planning: Scenarios That May Impact You
By becoming familiar with certain deductions and rules, you may be able to avoid costly tax-related mistakes. Here’s what you need to know for the end of 2021 tax planning
December 3, 2021
Retirement Planning
Tax Alert! Are You Paying Too Much or Too Little?
Right now is a great time to evaluate your current tax situation and enact a few changes to improve it before the year ends. The first thing to evaluate is
August 1, 2021
Estate Planning
Why Invest?
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of
August 1, 2021
Taxes
Tax Season 2021: What You Need to Know
Due to the CARES Act, filing your 2020 taxes may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to avoid
April 1, 2021
Taxes
How to Start Tax Planning
It’s that time of year. Tax season. But this time, you don’t have to let taxes scare you. By utilizing some of our recommended tax planning strategies you can head
March 15, 2021
Investing
3 Tips For Selecting The Wealth Management Firm For You
Picking the right wealth management firm is one of the best investments you can make for your financial future. But, how do you decide which is the best wealth management
February 15, 2021