Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

What you need to know about purchasing life insurance
Insurance

What You Need to Know About Purchasing Life Insurance

Life insurance is a great addition to your portfolio that help can protect your loved ones and beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance may help reduce the financial burden they may face. It’s important to know how life insurance works and what to consider when purchasing life insurance, so you can make an informed decision before you buy. 

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3 ways to save for your child's retirement
Retirement Planning

3 Ways to Save for Your Child’s Retirement

Helping your child save for retirement starts with financial education and discussing the importance of saving for their future. Besides financial education, there are strategies to help them get a head start on their retirement savings. Life Insurance, 529 plans, and Roth IRAs are all great options to discuss with your financial profesisonal.

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Memorial Day
Video

Memorial Day 2023

On this Memorial Day, we must pay tribute and respect to the brave souls who laid down their lives for our beloved nation. We are blessed to reside in the greatest country on earth, and it’s our responsibility to uphold their legacy by striving towards excellence.

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News

April 2023 Market Review

Currently, the Federal Reserve Bank is selling assets from its balance sheet, decreasing the money supply and shrinking the monetary base, adding more concern to the banking industry and the market. With tightening money supply and higher interest rates, it is unrealistic to expect equity market returns higher than the growth in corporate profits. Investors today cannot rely on that past growth moving forward.

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7 ways to increase Social Security Benefits
Retirement Planning

7 Ways To Boost Social Security Benefits

There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits. Some SS strategies may boost your monthly benefit amount, helping you get the most from your SS benefits.

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Games that teach children financial literacy
Education

10 Games to Teach Kids Financial Literacy

When is the last time you played Monopoly? Financial literacy activities may help prepare children for financial confidence in adulthood and help parents and children feel more comfortable talking about money. Teaching children about money and financial literacy using games can make learning fun. Here, we outline ten financial literacy games for kids of various ages.

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ESG Investing concept
Investing

ESG Investing: Fact and Fiction

Making investment decisions by focusing on issues beyond balance sheets, income statements, and other measurable metrics has become a major issue in the finance world. ESG (Environmental, Social, and Governance) is the movement aimed at incorporating other factors into the investment decision process. But does it work?

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