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!
June is Home Ownership Month, and many Americans may be contemplating if now is the best time to buy a home. Homeownership can provide benefits to families, neighborhoods, and communities
A Growing U.S. Concern As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This generation is the
If you’ve started to plan for your future, then you’ve likely come across an annuity. There are some appealing advantages, but they are complex and some have drawbacks to watch
Investing in life insurance now is one of the best things you can do for your loved ones in the future. Not only is it an integral part of any
Not all savings accounts are made alike. When it comes to stocking away your savings, there’s opportunity for that pot of money to grow all on its own! High-yield savings
COVID-19 is changing many things throughout the world. Planning for retirement or already being in retirement has also changed for many Americans. While retirement can be an exciting time, it
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.”
