The Value of Planning for Life’s Messes
Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event. A death, a critical illness, job loss,
August 15, 2018
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Social Security Retirement Benefits: Why Waiting May Be the Best Decision
Taking Social Security Benefits can be a guessing game unless you do your research to figure out what age to take benefits is the best for you. Do you receive
July 29, 2018
Suitable Investments and You
suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it
June 29, 2018
3 Things being a Marine taught me about being a financial advisor
Hello, this is Jeff Junior, President, and CEO of Trajan Wealth. I’ve spent nearly two decades in financial services helping people manage their wealth, prepare for retirement, and manage the
May 18, 2018
The Real Cost of Credit
2017 was a challenging year for the credit industry. From the data breach at Equifax and multiple lawsuits that follow, it has been a tumultuous time for consumers to have
April 13, 2018
Legacy Planning as Part of Life Planning
Leaving a legacy through the passing assets today and after your death is a process that requires correct planning and execution. With the recent Tax Cuts and Job Act of
April 2, 2018
7 Tips to Avoid the Most Common Tax Scams
With the significant 2017 cybersecurity leaks involving the personal information of millions of Americans, this year’s tax season is expected to be one of the worst ever for tax scams.
March 13, 2018
Fear, Greed, and Your Portfolio
We like to think there are times when humans can be 100 percent rational, but in reality, our emotions are always influencing our decisions whether we want to acknowledge that
February 23, 2018
Is Retirement Really About Numbers?
For some people retirement is all about the numbers; the age you plan to retire, how much money you need, and so forth. But is retirement really about numbers? Numbers
February 15, 2018
8 Ways the Tax Bill Could Affect You.
While much of the news is focused on the government shut down, for most Americans, it’s business as usual. The IRS is keeping 43% of it’s workforce up and running
January 25, 2018