General
New Year, New Financial Resolutions?
The start of a New Year is the time when most people decide to implement changes in some areas of their lives. Whether it is health or money related, starting
January 1, 2019
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Video
3rd Annual Charity Golf Tournament
Golf for a good cause?! We are there! Check out our 3rd Annual Charity Golf Tournament highlights from December 17, 2018, benefiting the Sojourner Center of Arizona. Our clients and guests
December 21, 2018
Investing
New IRS Changes for Retirement Plans in 2019
The IRS announced last month in November cost-of-living adjustments to limits on contributions to retirement plans for 2019. There hasn’t been an increase in some plan types since 2013, which
November 30, 2018
Annuities
Qualified Longevity Annuity Contracts (QLACs)
Before retiring, many people worry about how long they will live and whether their money will last them. In addition to traditional retirement savings such as employer-sponsored plans, there is
November 30, 2018
News
Safeguarding Your Personal Information: Online and Offline
Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose
November 30, 2018
General
Do You Understand Your Employee Benefits?
As we approach the end of 2018, many employers are scheduling their benefits meeting requiring you to select yours before the end of the year. Not all benefit options are
November 1, 2018
Retirement Planning
Your ‘To-Do’ List: Schedule a Fall Financial Review
Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying an overall robust stock market and
November 1, 2018
5 Questions Answered: Social Security Retirement Benefits
How is my social security calculated? Social Security is calculated using your 35 highest paid earnings years and then averaged using the benefits calculation formula. You must have worked full
November 1, 2018
Tolerate the Turbulence
Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since
October 26, 2018
Market Update 10-10-18
In light of the past week activity in the market, we wanted to share a short update. Amazingly 6 trading days ago the U.S. Markets were trading at all-time highs.
October 10, 2018