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.
Our 7th Annual Scottsdale Golf Tournament & Donation Drive Benefiting the Sojourner Center was a great success. A huge thank you to our supporting partners and everyone who donated!
Recessions are complex phenomena with economic, social, and political facets. To understand their impacts, we must look beyond GDP and consider direct and indirect consequences. A holistic understanding can help build resilient economies and societies.
Financial planning can feel overwhelming, especially if you’re just starting out or you’re moving to a new institution. Here’s how to choose the right Denver financial advisor for your needs.
If your retirement dreams involve sunshine, margaritas, and spending time outside, San Antonio, Texas, may be the spot for you. And why not? There’s a lot to love about an
With retirement on the horizon, you may have your sights set on a new city. For many, that means heading south to enjoy a Fort Worth retirement. This Texas town
The Social Security Trust Fund needs more reserves due to a lower worker-to-beneficiary ratio caused by demographic changes. Congress needs to take action to prevent the trust fund reserves from being exhausted by 2035. Otherwise, a 24% reduction in benefits starting from 2024 is expected. Here are some of the changes forecasted.
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.”
