Springtime is a great time to review your finances so you
can work toward financial independence. While many are organizing their closets
and cleaning out drawers and garages, instead, clean up your finances using
these ten tips:
Leaving Your Employer? You Have Options For Your 401(k)
You may assume that you must rollover your 401(k) when
leaving your employer into another retirement savings plan. However, depending
on the 401(k) plan document and if a rollover is appropriate for your
situation, it may be optional.
The Old Age and Survivors Insurance (OASI) benefits, known
as Social Security, pay retirement and survivors benefits through The Social
Security Trust Fund.
In 2022 The Fed raised interest rates seven times, with
the possibility of raising interest rates again in 2023 as they pursue cooling
inflation. While a potential interest rate may occur or plateau, raising rates
can take a toll on consumers.
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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