Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
A blog for everyday financial tips, Trajan news updates, and more
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
With the election over, investors may be wondering about market volatility as we enter 2021. Regardless of politics, short-term stock market volatility can vary depending on factors, including gridlock in
2020 has been unlike any other thanks to the COVID-19 pandemic, our strange stock market, and social unrest leading up to the Nov. 3rd Presidential Election. This recap is for
As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early. In a perfect
COVID-19 is changing the way business is conducted, resulting in economic fallout and stock market declines in many parts of the world. However, here in the U.S., while companies are
How Has COVID-19 Affected Your Retirement Plans? As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while
If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement. HSAs allow
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.”