Trajan's Tactical Tips

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

Photo of family celebrating the holidays
Estate Planning

The Hallmark of Estate Planning

For those of us who shamelessly indulge in feel-good Hallmark Christmas shows at this time of year, it’s an ideal opportunity to draw parallels between the spirit of these films and the importance of estate planning. Join us as we explore the valuable lessons from Hallmark Christmas movies.

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Image of piggy bank taking off like a rocket

November 2023 Market Review

The markets took off in November, fueled in part by a drop in intermediate/long term bond yields that served as “rocket fuel.” The trigger? Good news on the inflation front.

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Impacts of recession

How Recessions Hinder More Than Just Economic Growth

Recessions are complex phenomena with economic, social, and political facets. To understand their impacts, we must look beyond GDP and consider direct and indirect consequences. A holistic understanding can help build resilient economies and societies.

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Image of downtown Fort Worth, Texas.

Retiring in Fort Worth

With retirement on the horizon, you may have your sights set on a new city. For many, that means heading south to enjoy a Fort Worth retirement. This Texas town

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Couple planning ahead for Social Security changes in 2024
Retirement Planning

Social Security Retirement: Changes for 2024

The Social Security Trust Fund needs more reserves due to a lower worker-to-beneficiary ratio caused by demographic changes. Congress needs to take action to prevent the trust fund reserves from being exhausted by 2035. Otherwise, a 24% reduction in benefits starting from 2024 is expected. Here are some of the changes forecasted.

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