Estate Planning
Why It’s Time to Create a Will
Many people do not think about estate planning until they are elderly or sick. Though these are valid times to consider your will, it is wise to draft a will
July 22, 2021
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
General
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
July 1, 2021
Insurance
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
July 1, 2021
Education
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,
July 1, 2021
News
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
June 29, 2021
Retirement Planning
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
June 9, 2021
News
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
June 1, 2021
Retirement Planning
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
June 1, 2021
Annuities
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
May 25, 2021
Insurance
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
May 12, 2021