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Independent Financial Advisor Monthly Newsletter

MAY 2025 NEWSLETTER

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Jeff Martin
SW US Farmland
Is Investing in Land Suitable for You?

Among various real estate investment options, purchasing parcels of undeveloped land has seen a substantial surge in popularity. In recent years, farmland has also become a popular investment for many who have no intention of farming but intend to lease parcels for agricultural production as a source of income. As land values continue increasing, due diligence is recommended before a deal is carried out. Like any investment, investing in land also comes with risks.

529 Yellow

Which Do You Need: Life Insurance or Annuity?

Life insurance and annuities are essential financial planning tools for providing future independence. Each may be part of a comprehensive financial plan depending on one's situation and goals.

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LI Annuity post it notes

529 Plans: For Adult Savings or Going Back to School

529 plans can benefit adults in numerous ways besides being a savings vehicle for a child's education. It offers a straightforward way for adults to finance their education, take non-qualified distributions, fund a Roth IRA, and, under certain restrictions, make payments towards outstanding student loans.

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Lilly and Candles

How to File Taxes After the Death of a Spouse

Losing a spouse can be an incredibly challenging time. Amidst the emotional turmoil, there's the daunting task of dealing with finances and filing income taxes at the end of the year.

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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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