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AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
A blog for everyday financial tips, Trajan news updates, and more
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
Communicating about money with your significant other is vital to a successful, lasting relationship. Transparent, open-minded conversations about money are an essential step towards setting and meeting the financial goals
With healthcare costs continuing to rise, there are ways to help lower the cost for yourself by becoming a wise consumer of healthcare. February is National Wise Health Care Consumer
April 18th, 2022, is the deadline to file your 2021 taxes, and experts advise filing early ahead of scammers to ensure you get your return and someone else doesn’t. Many
Professional financial planning makes a huge difference in your day-to-day life and future plans. At Trajan Wealth, it’s our job to look out for your financial well-being, including your investment
The pandemic and recession of 2020 have negatively affected the Old-Age and Survivors Insurance benefits, commonly known as Social Security retirement benefits. With fewer payroll taxes collected throughout this period
Are you considering a financial career? If so, that’s exciting! Helping clients with their assets is an admirable profession. We’ll talk you through how to become a financial advisor so
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.”