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Making Financial Decisions
Retirement Planning

Top 5 Tips for Making Sound Financial Decisions

Everyone needs to make smart financial decisions that steer them toward financial success. When people thrive financially, they may feel less financial stress, leading them to accomplish short and long-term financial goals. Here are five tips to help you make better financial decisions for yourself: #1: Involve Yourself in Your

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Tax Season
Taxes

Tax Season 2021: What You Need to Know

Due to the CARES Act, filing your 2020 taxes may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to avoid costly mistakes. Here’s what you need to know for this year’s unique tax season:  RMDs Require Special Attention. Even though

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American Rescue Plan Stimulus
News

American Rescue Plan Act of 2021: Will It Impact You?

The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals: The Third Round

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Tax time
Taxes

How to Start Tax Planning

It’s that time of year. Tax season. But this time, you don’t have to let taxes scare you. By utilizing some of our recommended tax planning strategies you can head into this tax season confident and organized. Create a Filing System. If you don’t already have a filing system, now

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A hand with a ring signs some paperwork.
Estate Planning

What Is Legacy Planning?

When it comes to passing along your assets, there are specific steps to ensure your wishes and preferences for your estate are followed. It’s been awhile since we talked about legacy planning, so we thought it was about time to revisit this important topic.  What is Legacy Planning?  Legacy planning

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Financial Wellness
Retirement Planning

Do You Need Financial Wellness?

Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. However, this doesn’t have just one meaning because it can mean something different to each person. Financial wellness is a broad term that encompasses these key areas: Taking control of your money

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Reddit, GME, Robinhood
News

Reddit, GME, Robinhood, and Social Media: Why Investors Should Care

One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using the social media platform Reddit. Reddit supported the social media conversations among its members, and Robinhood was the trading app

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Women and Retirement
Retirement Planning

Women & Retirement: Modern Day Challenges

Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. According to Transamerica Center for Retirement Studies report Women and Retirement: Risks and Realities Amid COVID-19, women continue to be at risk of saving enough for retirement: 52% experienced impacts to their

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Woman smiling sitting at desk with laptop
Investing

3 Tips For Selecting The Wealth Management Firm For You

Picking the right wealth management firm is one of the best investments you can make for your financial future. But, how do you decide which is the best wealth management firm for you? What questions do you need to ask to make an educated decision? Trajan Wealth believes in financial

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Man in suit standing against wall
Investing

Financial Planner vs Investment Advisor

The two terms financial planner and investment advisor may sound similar, but knowing the difference is vital to the success of your financial future. In this article, we’ll break down the differences so you can figure out what financial planner services are better aligned with your financial goals.  What Is

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