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Summer financial review

3 Reasons For A Summer Mid-Year Review

Summer is a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that can help keep you on track with your goals. Regardless of your age, scheduling your financial review mid-year gives you enough time to implement changes before the …

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Medicare and your health

What You Need to Know About Medicare

Since July is Medicare’s birthday month, there’s no better time to discuss what Medicare is and how it may benefit you. At its core, Medicare is a federal health insurance program for Americans ages 65 and older and younger people with disabilities. Here are some questions and answers regarding Medicare: …

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What is Inflation & How Does It Affect You?

There’s been a lot of talk about inflation recently, so we thought today we’d take some time to walk through the basics of inflation. With today’s economic conditions, limited supply, and high demand, consumer prices are rising at their fastest rate in thirteen years. Understanding this aspect of our economy …

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Cryptocurrency is a new digital form of money that has both advantages and disadvantages.

What to Know About Cryptocurrency

Have you been hearing words like cryptocurrency and Bitcoin recently or seen others talking about investments in online currency? At Trajan Wealth, we have the lowdown on what cryptocurrency is and how it may (or may not) help you achieve your financial goals. What is Cryptocurrency? As the name implies, …

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Two older people sitting on a bench looking out at the beach.

Types of Retirement Plans

Whether you are nearing retirement or just starting to plan, knowing the different types of retirement plans out there can help you strategize. There’s a lot to consider when it comes to retirement and at Trajan Wealth we want to set you up for retirement success! So, we’ve compiled a …

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Home ownership

Is Now the Best Time to Buy a Home?

June is Home Ownership Month, and many Americans may be contemplating if now is the best time to buy a home.  Homeownership can provide benefits to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month is a little different. Here’s why: …

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The Sandwich Generation

The Sandwich Generation

A Growing U.S. Concern As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This generation is the middle-aged generation supporting the baby boomer generation—now the largest generation ever. By 2035, one in three heads of households will …

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Weighing The Options

Annuities: Pros and Cons

If you’ve started to plan for your future, then you’ve likely come across an annuity. There are some appealing advantages, but they are complex and some have drawbacks to watch out for. Choosing this type of retirement plan can offer you more control over your future financial circumstances. That being …

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Father holding child's hand.

Why is Life Insurance Important?

Investing in life insurance now is one of the best things you can do for your loved ones in the future. Not only is it an integral part of any financial plan, it offers peace of mind. Plus, with so many affordable options out there, it’s easy to find one …

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A stack of quarters in front of a clock.

What is a High Yield Savings Account?

Not all savings accounts are made alike. When it comes to stocking away your savings, there’s opportunity for that pot of money to grow all on its own! High yield savings accounts can offer interest rates that are 20-25 times higher than the national average, helping to grow your finances …

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