Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Memorial Day
Video

Memorial Day 2023

On this Memorial Day, we must pay tribute and respect to the brave souls who laid down their lives for our beloved nation. We are blessed to reside in the greatest country on earth, and it’s our responsibility to uphold their legacy by striving towards excellence.

Read More »
News

April 2023 Market Review

Currently, the Federal Reserve Bank is selling assets from its balance sheet, decreasing the money supply and shrinking the monetary base, adding more concern to the banking industry and the market. With tightening money supply and higher interest rates, it is unrealistic to expect equity market returns higher than the growth in corporate profits. Investors today cannot rely on that past growth moving forward.

Read More »
7 ways to increase Social Security Benefits
Retirement Planning

7 Ways To Boost Social Security Benefits

There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits. Some SS strategies may boost your monthly benefit amount, helping you get the most from your SS benefits.

Read More »
Games that teach children financial literacy
Education

10 Games to Teach Kids Financial Literacy

When is the last time you played Monopoly? Financial literacy activities may help prepare children for financial confidence in adulthood and help parents and children feel more comfortable talking about money. Teaching children about money and financial literacy using games can make learning fun. Here, we outline ten financial literacy games for kids of various ages.

Read More »
Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

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.”