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!
Going through your retirement checklist? One important consideration you may have coming is choosing where you want to live and spend your newfound spare time. Do you stay put? Or
he prospect of further tightening in monetary policy caused a decline of (9.5)% in the S&P 500 alone. We advocate an elevated level of diversification across asset classes following individual risk tolerance in the face of inflation.
Since holiday spending doesn’t include just gifting, it’s essential to set your holiday budget now. You may spend extra on food, gifts, decorations, travel, and more during the holiday season.
On January 1, 2021, Arizona became the first state to abrogate its long-standing prohibition against an attorney paying a non-attorney for referring a client. Attorneys may now pay a referral
The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. It’s important
The thought of becoming disabled and unable to work may not be top of mind, but would you be financially prepared if it happened to you? According to the Centers
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.”
