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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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

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Tax time

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

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