Trajan's Tactical Tips

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

Attorney Kent Phelps circa 1969
Estate Planning

The Gift of Peace of Mind

The greatest gift this season? Peace of mind. Priceless, really. Especially when you consider what peace of mind has done for Kent Phelps, an estate attorney himself who experienced the loss of his parents.

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December Market Review

November 2022 Market Review

Last month’s markets showed signs of improvement, but 2022 will be remembered as a year of sharp corrections. It’s to be expected when you’re investing – but based on historical patterns, they also indicate a bounce back. Let’s review – pencils out!

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New Year's Resolutions

Social Security COLA and Medicare

The Social Security retirement and supplemental security income (SSI) benefits are set to increase by 8.7% in 2023 – the largest annual increase since the 1980s. There’s also good news for Medicare beneficiaries regarding inflation.

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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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