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!
By Sterling E. Russell, CFADirector of Fixed Income Last week in a note to our advisors, I wrote that I felt the markets were on an unstainable trajectory and had
Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible. It’s appealing to be able to work part-time or where you
Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment
With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017
Many people refer to their retirement savings as a “nest egg”. However, in theory, it should be made up of many sources of retirement income – many eggs. Even if
SAVVY: Adjective | Pronounced sav-ee | Having or showing perception, comprehension, or shrewdness especially in practical matters | Money Savvy: Smart with money, money wise, financially astute, shrewd. If you
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.”
