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.
When is the last time you played Monopoly? Financial literacy activities may help prepare children for financial confidence in adulthood and help parents and children feel more comfortable talking about money. Teaching children about money and financial literacy using games can make learning fun. Here, we outline ten financial literacy games for kids of various ages.
KSL’s Maria Shilaos interviews Jeff Junior about the recent stock market volatility and annuities.
This is the second of a two-part series on succession planning lessons we can learn from the In-N-Out Burger story. The Power of Legacy Planning In 1989, Esther Snyder established
Making investment decisions by focusing on issues beyond balance sheets, income statements, and other measurable metrics has become a major issue in the finance world. ESG (Environmental, Social, and Governance) is the movement aimed at incorporating other factors into the investment decision process. But does it work?
Recent turmoil in the banking industry, including the failure of Silicon Valley Bank, has put a spotlight on Charles Schwab’s unrealized securities losses. However, Schwab’s deposits are much stickier and more diversified than those at SVB. Asset gathering and higher net interest margins should help offset headwinds from “cash sorting.”
The Federal Reserve Bank’s Open Market Committee (“FOMC”) raised the target Fed Funds rate at the March 22nd FOMC meeting amidst the recent bank failures in the US and Europe. Read our March market review!
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.”
