A blog for everyday financial tips, Trajan news updates, and more
The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income. These individuals or families earn
By Sterling E. Russell, CFADirector of Fixed Income Last week in a note to our advisors, I wrote that I felt the markets were on an unstainable trajectory and had
Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible. It’s appealing to be able to work part-time or where you
Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment
With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017
Many people refer to their retirement savings as a “nest egg”. However, in theory, it should be made up of many sources of retirement income – many eggs. Even if
SAVVY: Adjective | Pronounced sav-ee | Having or showing perception, comprehension, or shrewdness especially in practical matters | Money Savvy: Smart with money, money wise, financially astute, shrewd. If you
The U.S. population continues to age, with the baby boomer generation now the largest retirement age generation ever. By 2035, one in three heads of households will be someone age
Fixed income is something many investors don’t understand, according to the 2019 survey, “Fixed Income, Not Fixed Thinking,” by BNY Mellon Investment Management, one of the largest asset managers in
In November 2019, the Internal Revenue Service (IRS) announced the cost of living adjustments for 2020 for most retirement savings plans. However, IRA contribution limits will stay the same. If
