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!
Whether you’re a lifelong Texan or have always dreamt of moving here, what do you need to know about a Houston retirement? There’s a lot to look into. Finding your
Investors looking for diversification during market volatility and high inflation often ask their financial professionals about strategies that may be appropriate for their situation. With the Fed Funds rate near
If you currently invest in real estate or have plans to do so in the future, it’s essential to understand its risks. Now, we’re in a seller’s market, which means
Halfway through the year is an essential time to examine your financial situation and determine if you need to make any changes to your strategies or increase contributions. A mid-year
The Return of Volatility “The true investor welcomes volatility…a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses” -Warren Buffett The Federal Reserve Bank’s
If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State.
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.”
