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!
It’s essential to revisit and change your estate plan from time to time. Most financial experts recommend that you review and revise your estate plan every three to five years
During a bear market, emotions may cause anxiety for some as they watch the market valuation of their portfolios decline. However, for others, a bear market is a buying opportunity.
Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your portfolio. With The Fed increasing the target range for the Federal Funds Rate to help
Financial wellness is a state of being where you are in control of your personal finances. Financial wellness means you can cover expenses and save for future goals. Consider financial
With April 15th in the rearview, taxes might be the last thing on your mind. But believe it or not, now is the perfect time to reconfigure your organizational system
year to date returns in context “When you develop your opinions on the basis of weak evidence, you will have difficulty interpreting subsequent information that contradicts these opinions, even if
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.”
