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.
With interest rates on the rise and equity prices falling, one of the financial markets’ sectors that has become increasingly attractive is preferred stocks. Preferred stocks are a combination of
Investors are panicking about competitive threats to Meta’s core business, and the tens of billions of dollars management is spending (wasting?) on its metaverse initiative. We see reasons for optimism, and the valuation is deeply depressed. But we’re wary of the lack of checks and balances on CEO Mark Zuckerberg.
Reflecting on Veteran’s Day, CEO Jeff Junior takes time to share his gratitude for all his fellow veterans. Thank you! Take the time today to express your gratitude to someone
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.
Planning for retirement by implementing appropriate retirement savings strategies can help you be more financially secure when you retire. It’s essential to realize that saving for retirement happens over time
Understanding the critical ages for taking Social Security retirement benefits can be the difference in thousands of dollars over time. Therefore, it is important for you to determine the best
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.”
