A blog for everyday financial tips, Trajan news updates, and more
With Valentine’s Day approaching, it’s a good time to reflect on our relationships. One crucial relationship we often overlook is our relationship with money, which affects every part of our lives. Here are some tips to improve it.
As we celebrate Veteran’s Day, Jeff and Brenda share their reflections on their time in the military. We are proud to be a Veteran-owned business. Thank you to everyone who has dedicated themselves to our country.
Our nation’s propensity to spend more than we receive from tax revenues is nothing new. But its effects are becoming more apparent – including how expensive it is to borrow and the outlook for future equity and bond returns.
Want to give the change you want to see in the world? Here are some charitable options you can choose from as a generous donor.
Retirement is the time to kick back and enjoy the fruits of your labor. Here are 7 tax-effective strategies to help sweeten your fruit basket.
Bonds. Treasury Bonds. Read why you should be stirred, not shaken, to update a portfolio mix with some longer-duration bonds right now.
The September effect lived up to its reputation again. The markets saw negative monthly returns, but we’re cautiously optimistic this fall. Tapering interest rates are on the horizon.
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.”
