A blog for everyday financial tips, Trajan news updates, and more
Understanding the relationship between Social Security (SS) and taxes is essential for retirement income and tax planning. Knowing how these factors interact is key for effective financial management in later life. Read our quick overview to see if your benefits might be taxable!
Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose
As we approach the end of 2018, many employers are scheduling their benefits meeting requiring you to select yours before the end of the year. Not all benefit options are
Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying an overall robust stock market and
How is my social security calculated? Social Security is calculated using your 35 highest paid earnings years and then averaged using the benefits calculation formula. You must have worked full
Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since
In light of the past week activity in the market, we wanted to share a short update. Amazingly 6 trading days ago the U.S. Markets were trading at all-time highs.
Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients.
Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”
Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”
