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.
Each year, the Transamerica Center for Retirement Studies conducts an annual retirement survey. It’s intended to explore the attitudes and behaviors of Americans regarding retirement security and benefits. Here are
Whether your child is in elementary school or hasn’t even been born yet, it’s never too early to develop a college savings plan. It may seem like a long way
It is nearly impossible to understand all of the details of the financial industry unless you have trained to do so. For most people, investing their money feels like an
Right now is a great time to evaluate your current tax situation and enact a few changes to improve it before the year ends. The first thing to evaluate is
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of
Since the beginning of 2021, signs of economic recovery have started to appear. Americans are actively spending in specific sectors, and some industries are faring well—while others are lagging. Consumers,
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.”
