Trajan's Tactical Tips

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

Do Not Put Off Your Retirement
Investing

Do Not Put Off Your Retirement

Revise Your Plan Now What a decade this has been for retirement planning! Coming out of The Great Recession and into COVID-19 has many Americans nearing retirement considering not retiring

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Virtual Financial Appointment
General

Client-Advisor Communication

During times of uncertainty, communicating with others, and your advisor can be beneficial during any life-altering or world-changing event. For some, survival is their only plan when their financial resources

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Do Not Put Off Your Retirement
News

2019 Tax Extensions

COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The 2019 tax extensions changed the deadline as a part of the CARES

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Rebalance Your Life
Retirement Planning

Reflect, Reset, Rebalance Your Life

Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own

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