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Independent Financial Advisor Monthly Newsletter

NOVEMBER 2024 NEWSLETTER

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Jeff Martin
retirement healthcare costs
4 Ways to Help Protect Against Unexpected Healthcare Costs in Retirement

One of the major concerns people have when planning their retirement is how to protect their retirement savings from unforeseen medical expenses. Healthcare costs have steadily risen, but adequate planning can help maintain these costs in retirement. This article outlines four ways to help protect one's retirement savings from unexpected healthcare costs in retirement.

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An 8-Step End-of-Year Financial Checklist

As the end of the year approaches, it's time to start thinking about what comes next for your finances in the New Year.

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How to Skip the Toys When Gifting to Children

When giving gifts to our children or grandchildren, or others close to our heart, we often default to the latest toys or gadgets. However, the value of these items tends to diminish over time in terms of both interest to the child and monetary value.

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Year End Contributions: A Gift to Yourself

The end of the year is the perfect season to work toward having your finances in order. This includes wrapping up all retirement savings contributions before employer-sponsored plans such as Keogh, Solo 401(k), and 401(k) and making strategic decisions about selling stock to realize gains or losses.

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Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Neither Wealth Watch Advisors or J. Martin Wealth Management, LLC are endorsed by the Social Security Administration or any other governmental organization. Note, registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. Wealth Watch Advisors and J. Martin Wealth Management, LLC are independent of one another.

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