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!
8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision
Many Americans like having their own home, and it is still very much thought of as a part of the American dream. Nearly two-thirds of millennials and 45% of Gen
You can probably picture it. You’ve finally retired from a lifetime of work, and you’re set to move to one of your favorite places, perhaps a warmer climate or an
Right now is a great time to examine your insurance coverage to assess if you are adequately covered and evaluate your risk. Without adequate coverage, your assets may face premature
Life comes at us fast. From career shifts to kids, there’s a lot to balance. Hiring the right Texas financial advisor allows you to cross one essential item off your
You may be retired after saving consistently for retirement and still consider investing. Depending on your situation, investing after retirement may include ensuring new investments do not jeopardize your retirement
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.”
