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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.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
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Florida
Custom Financial Portfolios in West Palm Beach
Our Florida financial advisors in West Palm Beach understand the importance of a client-centric approach, offering comprehensive financial analysis and personalized consultations to craft portfolios.
January 4, 2024
Saving
What Planning Can Help You Achieve in the New Year
One of the most significant benefits of planning is that it gives you the confidence to stay on track toward your goals or make changes to pursue them throughout the year.
December 27, 2023
Retirement Planning
Financial Wellness Metrics for Pre-Retirees
Almost ready to retire? Here are eight key financial wellness metrics that pre-retirees must monitor as they approach retirement.
December 26, 2023
Taxes
A Tax Planning Guide for Retirees
The substantial assets of many retirees often mean they bear a heavier tax burden than others. A little planning goes a long way to allevate that.
December 23, 2023
Dallas
Navigating Wealth Management in Dallas
Navigating wealth management in Dallas requires a strategic approach tailored to the unique financial landscape of this vibrant Texan city. As a hub of economic activity and a diverse financial market, Dallas presents individuals with plenty of wealth management options.
December 22, 2023
Phoenix
7 Things to Know About Retiring in Phoenix
Life in Phoenix offers days of sunshine, a vibrant cultural scene, and a lifestyle that blends relaxation with excitement. Known for its stunning desert landscapes, Phoenix has an affordable cost
December 21, 2023