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Home ownership
News

Is Now the Best Time to Buy a Home?

June is Home Ownership Month, and many Americans may be contemplating if now is the best time to buy a home.  Homeownership can provide benefits to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month is a little different. Here’s why:

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The Sandwich Generation
Retirement Planning

The Sandwich Generation

A Growing U.S. Concern As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This generation is the middle-aged generation supporting the baby boomer generation—now the largest generation ever. By 2035, one in three heads of households will

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Weighing The Options
Annuities

Annuities: Pros and Cons

If you’ve started to plan for your future, then you’ve likely come across an annuity. There are some appealing advantages, but they are complex and some have drawbacks to watch out for. Choosing this type of retirement plan can offer you more control over your future financial circumstances. That being

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Father holding child's hand.
Insurance

Why is Life Insurance Important?

Investing in life insurance now is one of the best things you can do for your loved ones in the future. Not only is it an integral part of any financial plan, it offers peace of mind. Plus, with so many affordable options out there, it’s easy to find one

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A stack of quarters in front of a clock.
Saving

What is a High Yield Savings Account?

Not all savings accounts are made alike. When it comes to stocking away your savings, there’s opportunity for that pot of money to grow all on its own! High yield savings accounts can offer interest rates that are 20-25 times higher than the national average, helping to grow your finances

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Discuss Money with Your Partnet
Retirement Planning

Why Discuss Money with Your Partner?

Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the same financial values. Having conversations about money and dealing with money issues versus avoiding them is an essential step in meeting the financial goals that

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COVID 19 and Retirement
Retirement Planning

The COVID-19 Retirement Study: What Can We Learn?

COVID-19 is changing many things throughout the world. Planning for retirement or already being in retirement has also changed for many Americans. While retirement can be an exciting time, it also brings additional concerns heightened by the pandemic. In 2020, the Transamerica Center for Retirement Studies surveyed retirees to learn

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TWIO on the NYSE
News

Trajan Wealth Launches A New ETF

The Trajan Wealth Income Opportunities (TWIO) Fund launched in April 2021. The Fund seeks to provide investors with current income while preserving and growing principal. The target asset allocation is a blend of dividend-paying common stocks, preferred stocks, and other fixed-income securities. The investment strategy is based on looking for

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