A blog for everyday financial tips, Trajan news updates, and more
As Valentine’s Day approaches, many of us are focused on expressing our love and appreciation for our significant others. We gift chocolates, flowers, and sentimental cards to show how much we care. But amidst the romantic gestures and candlelit dinners, it’s worth considering how estate planning ties into the spirit of this holiday.
The IRS emphasizes retirement savings and adjusts regulations annually to match the changing economic landscape. Review the 2024 IRS retirement savings thresholds and get a glimpse of the future as you plan your savings.
With Artificial Intelligence (AI) development comes opportunities… and problems: AI is making financial fraud harder to spot. The repercussions of AI-driven fraud extend beyond the immediate monetary losses.
Credit issues can have serious consequences, including legal action, fraud, overspending, and damage to credit scores. Fortunately, there are steps you can take to avoid a crisis.
In January, many experts release market predictions, although their accuracy is often questionable. However, we do not engage in making predictions. Instead, our approach involves estimating the risk premium that we anticipate earning if the assets are held over the course of a market cycle.
Markets continued to rise in December with the anticipation of lower interest rates. Major equity indexes saw annual returns ranging from about 16.2% to 44.1%. The S&P 500 had a total return of over 26% in 2023, higher than the 50-year average of 11.2%. Will these trends continue in 2024?
As we start the new year, don’t forget about estate planning. Although it may not be the most exciting or enjoyable topic to think about, it’s critical for securing your legacy and giving peace of mind to you and your loved ones.
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.
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.
Almost ready to retire? Here are eight key financial wellness metrics that pre-retirees must monitor as they approach retirement.
