Retirement Planning
7 ‘Tax-Smart’ Retirement Withdrawal Strategies
Retirement is the time to kick back and enjoy the fruits of your labor. Here are 7 tax-effective strategies to help sweeten your fruit basket.
October 28, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Investing
Bonds. A License for Duration.
Bonds. Treasury Bonds. Read why you should be stirred, not shaken, to update a portfolio mix with some longer-duration bonds right now.
October 16, 2023
Investing
September 2023 Market Review
The September effect lived up to its reputation again. The markets saw negative monthly returns, but we’re cautiously optimistic this fall. Tapering interest rates are on the horizon.
October 9, 2023
Investing
Stocks Take A Breather In Q3 Amid Rising Interest Rates
While investors grapple with geopolitical uncertainties, gold investments become a shiny alternative (again). Take a breather and read a quick review of the positive and negative factors aspects of this past quarter.
October 6, 2023
Retirement Planning
What to Know About Roth IRA Conversions
Tax-advantage strategies like Roth IRA conversions can save money on income taxes during retirement but, there are some penalties to note.
September 27, 2023
Taxes
5 Ways to Prepare Now for 2024’s Tax Season
2024 is coming up quickly. Here are five smart tax-saving strategies you can implement in your financial planning session.
September 26, 2023
Retirement Planning
3rd Quarter End of Year Financial Checklist
As 3rd quarter is wrapping up, it is time to refocus on your comprehensive financial review. Here is a checklist from Trajan Wealth to get started.
September 25, 2023
Investing
August 2023 Market Review
This August’s markets had some sobering reminders for investors. One of the most important? Given the size of the Chinese economy, further weakness could spill over to the world markets – adding to already slowing growth.
September 8, 2023
Estate Planning
Do Grandparents Make Good Parents?
When it comes to guardianship for your kids, who should you pick? Here are qualities to look for when selecting the right person for the role.
September 5, 2023
Salt Lake City
Top 7 Things to Know About Retiring in Salt Lake City
If you’re considering retiring in Salt Lake City, you’re not alone. Utah is becoming an increasingly popular place to move to, especially for those heading toward retirement. Before you make
August 30, 2023