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Trajan's Tactical Tips

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

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Taxes

Social Security and Taxes: What Investors Need to Know

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!

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January 29, 2025
Business

Update: Corporate Transparency Act Injunction

A major update for business owners: A federal court has temporarily blocked parts of the Corporate Transparency Act (CTA), pausing enforcement of certain provisions. Learn how this development could impact compliance requirements and what it means for your business.

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January 6, 2025
Retirement Planning

How to Manage Withdrawals Throughout Retirement

Smart retirement withdrawals are the key to balancing financial security with enjoying life after work. From portfolio size to lifestyle needs, no one-size-fits-all approach works. Learn how to tailor a strategy that keeps your savings thriving.

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January 3, 2025
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.”