A blog for everyday financial tips, Trajan news updates, and more
April 18th, 2022, is the deadline to file your 2021 taxes, and experts advise filing early ahead of scammers to ensure you get your return and someone else doesn’t. Many
Professional financial planning makes a huge difference in your day-to-day life and future plans. At Trajan Wealth, it’s our job to look out for your financial well-being, including your investment
The pandemic and recession of 2020 have negatively affected the Old-Age and Survivors Insurance benefits, commonly known as Social Security retirement benefits. With fewer payroll taxes collected throughout this period
Are you considering a financial career? If so, that’s exciting! Helping clients with their assets is an admirable profession. We’ll talk you through how to become a financial advisor so
It’s no secret that credit card debt is on the rise here in the United States. Between the toll caused by the pandemic and the rising costs of living, U.S.
As part of the Build Back Better Bill approved in November 2021, changes are coming to the rules for using a backdoor Roth IRA conversion. If you are considering a
There are changes to Required Minimum Distributions (RMDs) that you need to be aware of for 2022. RMD ages have changed and now the RMD tables are changing along with
Between unregulated social media, scammers, and unsecured websites, our systems are not always set up to protect you and your personal data. With the sharing of personal information – sometimes
You already know that planning your financial future is a vital part of creating a comfortable, sustainable life. But how do you know exactly when to take what steps? Creating
By becoming familiar with certain deductions and rules, you may be able to avoid costly tax-related mistakes. Here’s what you need to know for the end of 2021 tax planning
