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.
Everyone needs to make smart financial decisions that steer them toward financial success. When people thrive financially, they may feel less financial stress, leading them to accomplish short and long-term
It’s that time of year. Tax season. But this time, you don’t have to let taxes scare you. By utilizing some of our recommended tax planning strategies you can head
When it comes to passing along your assets, there are specific steps to ensure your wishes and preferences for your estate are followed. It’s been awhile since we talked about
Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. According to Transamerica Center for Retirement Studies report Women and Retirement: Risks
One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using
Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. However, this doesn’t have just one meaning because it can mean something
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.”
