Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
A blog for everyday financial tips, Trajan news updates, and more
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
Spring is the prime season for homebuyers. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home.
As people approach their golden years, Social Security benefits can create confusion. Here are essential features of Social Security to consider when planning for retirement.
The S&P 500 surged over 26% in 2023. Even bonds showed signs of life, rising almost 6% as interest rates declined late in the year. Everyone wonders what comes next. While we can’t predict the market’s short-term direction, if we let history be our guide, a strong return one year doesn’t mean bad returns the next year.
The markets were mixed as we entered the New Year in January, with stocks and bonds posting diverging returns for the month. We are taking a more sober outlook for consumer spending, business investment and thus, business earnings.
As Valentine’s Day approaches, many of us are focused on expressing our love and appreciation for our significant others. We gift chocolates, flowers, and sentimental cards to show how much we care. But amidst the romantic gestures and candlelit dinners, it’s worth considering how estate planning ties into the spirit of this holiday.
The IRS emphasizes retirement savings and adjusts regulations annually to match the changing economic landscape. Review the 2024 IRS retirement savings thresholds and get a glimpse of the future as you plan your savings.