News
Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
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News
A Recap of 2024 Retirement Savings Legislation
The landscape of retirement savings in the U.S. is experiencing crucial changes due to newly enacted legislation for 2024. These changes seek to enhance the flexibility of retirement savings accounts and transform how Americans prepare for retirement. Here’s what you need to know!
August 20, 2024
Estate Planning
Estate Planning for Pets: Understanding Pet Trusts
Shelters report that many pets are surrendered due to the sudden incapacity or passing of their owners. Establishing a pet trust can help avoid that fate.
August 20, 2024
Florida
How to Find a Financial Advisor in Tampa
If you’re looking for a Tampa financial planner, look no further than the team at Trajan Wealth! With our team, you can navigate life’s financial complexities confidently and clearly, knowing your financial future is in capable hands.
August 8, 2024
Investing
July 2024 Market Review
With unemployment reports shaking the markets, it’s crucial to focus on the big picture and remember that these fluctuations are temporary. Read now to stay ahead and stay calm.
August 7, 2024
Investing
The 2024 Presidential Election is getting closer
Whether you root for one side or the other, maintaining strong awareness and comprehending the broader political landscape is crucial for making prudent investment decisions. Here’s why.
July 30, 2024
Investing
Maxed Out Your 401(k)? Here’s What To Do Next
Maxing out your 401(k) is a significant milestone in securing your financial future, but it’s just the beginning. Discover additional investment strategies that offer tax advantages and help you continue building your retirement savings beyond the 401(k) limits.
July 25, 2024