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.
Taking steps towards improving your financial situation includes understanding how to manage your credit wisely. If you don’t take credit seriously, you may run into issues when applying for a
Prioritizing, organizing, and strengthening your finances is one of the best ways to plan for your present and prepare for the future. Whether you run a small business and need
Make A Difference We are back again to help our friends at The Sojourner Center for our 6th annual holiday donation drive! The Sojourner Center is a charity local to
By Sterling E. Russell, CFA There is a widely held view that, with the Federal Reserve raising interest rates and reducing its balance sheet by selling treasury bonds and mortgage-backed
An estate plan often focuses on the tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your
Inflation represents one of the biggest long-term risks facing investors, and we want to own assets that can grow their intrinsic values even in an inflationary environment. Contrary to conventional wisdom, we think stocks can be an excellent inflation hedge, especially if the companies have these three characteristics.
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.”
