News
Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
Trajan's Tactical Tips
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Retirement Planning
Planning for a Texas Retirement
If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State.
May 5, 2022
News
The SECURE Act 2.0
8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision
April 29, 2022
Investing
4 Tips to Turn ‘The American Dream’ of Owning a Home into Reality
Many Americans like having their own home, and it is still very much thought of as a part of the American dream. Nearly two-thirds of millennials and 45% of Gen
April 28, 2022
Retirement Planning
Three Things to Consider Before Retiring Abroad
You can probably picture it. You’ve finally retired from a lifetime of work, and you’re set to move to one of your favorite places, perhaps a warmer climate or an
April 28, 2022
Insurance
Insurance: Are You Adequately Covered?
Right now is a great time to examine your insurance coverage to assess if you are adequately covered and evaluate your risk. Without adequate coverage, your assets may face premature
April 27, 2022
Austin
Find a Financial Advisor in Austin, Texas
Life comes at us fast. From career shifts to kids, there’s a lot to balance. Hiring the right Texas financial advisor allows you to cross one essential item off your
March 31, 2022