Is Early Retirement a Reality?
We all desire the flexible lifestyle, to not work or work when we want. Wouldn’t it be great to spend more of our lives not working than working? There have
April 26, 2017
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Fiduciary Financial Advice
One thing that has plagued the financial services industry is ‘trust’ of the industry. Unfortunately, there are many reasons that some people have developed a distrust of financial companies and
July 29, 2016
The New Senior Safe Act: S$A Provides Immunity for Reporting
On May 24th, 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse. Since financial advisors and bank employees are
June 29, 2016
Understanding Credit Utilization and Credit Scoring
Credit scores are used in our country as a method to determine an individual’s financial responsibility. The three-digit credit score means more than just the possibility of fiscal responsibility to
June 26, 2016
Education
The Best Strategy for Preserving Wealth
How did you learn to manage money and understand the value of investing? Did your parents relay to you what they knew about money or did you read books on
May 30, 2016
Education
The Top Wealth Preservation Strategy
How did you learn to manage money and understand the value of investing? Did your parents pass on their knowledge about money, or did you figure it out on your
May 30, 2016
The Second Half of Life – Discovering Your Passion
At some point along your life’s journey, you might find yourself at a crossroads looking back thinking, “Is this it? Is this all there is to life?” while considering the
May 30, 2016
Positive Impacts of the Financial Crisis
The financial services industry is still recovering from the effects of the financial crisis. Positive impacts from the crisis include new regulations and clients taking an increasingly active role in
May 30, 2016
Questions Every Investor Should Ask Their Adviser
Many investors evaluate not only their portfolio performance but also their relationship with their financial advisor from time to time. Many times people base their evaluation of their advisor on
June 26, 2015