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!
People often have questions about overfunded life insurance at Trajan Wealth. Some of the most common queries include: Trajan Wealth can help you evaluate whether overfunding your life insurance policy
When it comes to retirement planning, it can easily feel like a numbers game. For instance, you’ll need to consider: the age you plan to retire, how much money you’ll
As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy. In the wealth management industry, we
The Social Security Administration has again approved a cost-of-living adjustment (COLA) for Social Security retirement benefits starting in January 2021. The increase of 1.3 percent will increase $20 per month
2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they
2021 will be a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off 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.”
