Investing
August 2024 Market Review
Waiting for the impact of FOMC’s anticipated rate drop? Our CIO covers the tailwinds that might make it more of a non-event. Read our August Market review.
September 11, 2024
Education Center
We believe that education can lead you to financial stability and the preservation of what really matters most in life.
Ready to reach your goals? Our educational resources are here for you and don’t hesitate to contact us with questions.
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Trajan Wealth eBooks
Education from experts in plain English
This comprehensive ebook is a straightforward guide to understanding how annuities work, the various types of annuities, and the questions to ask before purchasing one.
60
Minutes
Ever wonder if you’ve done enough to protect your family financially? CEO and attorney Kent Phelps has seen all types of situations in over 20 years of practice. This guide covers the top seven estate mistakes that are most common and costly. And, most importantly, how you can avoid them!
35
Minutes
Videos
Our concise videos featuring CEO Jeff Junior. Please note these are best viewed on a desktop.
Visit our library
"How Much More?" Retirement planning video series
Inflation & How To Minimize its effects
Should I Give The House To The Kids?
Check out these videos and much more!
Our Blog: Tactical Tips
From estate planning to budgeting, our blog covers common financial questions. We also feature monthly macro trends with our Chief Investment Officer.
The Latest PostS:
Retirement Planning
A Long-term Care Guide for Singles
Long-term care (or LTC) is a significant part of financial and retirement planning. If you are single, here’s a helpful guide on navigating certain LTC decisions. Inform and prepare yourself by reading more!
August 20, 2024
Whitepapers
When you need good info consolidated… Without ads.
10 Tips to get your finances in order
These tips will get you back on track with your finances.
HOW TO LOCATE YOUR OLD 401(K)
Tips to track down your old 401(k)'s for more control.
4 Things About Inflation
From how it's measured to its impacts on Social Security.
9 Things About Social Security
It's big. It's complicated. You need to know the basics.
How Sequence of returns risk affects retirement
Does the 4% rule still make sense? Review your withdrawal rate.