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Independent Financial Advisor Monthly Newsletter

SEPTEMBER 2024 NEWSLETTER

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Jeff Martin
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A Recap of 2024 Retirement Savings Legislation

The landscape of retirement savings in the United States is experiencing crucial changes following newly enacted legislative changes for 2024. These updates and reforms seek to enhance the flexibility of retirement savings accounts and transform how Americans save and prepare for retirement. Here are some of the more significant changes this year.

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5 Reasons Financial Professionals Discuss Insurance with Clients

Financial professionals often discuss insurance with their clients because it is an essential component of comprehensive planning. While many people associate financial professionals solely with investments and planning for retirement, the reality is that insurance plays a crucial role in protecting and preserving wealth.

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Transforming From a Spender to a Saver: A Personal Journey to Financial Independence

Are you tired of living paycheck to paycheck, feeling like you never have enough money to cover your expenses and save for the future? If so, you're not alone.

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A Long-term Care Guide for Singles

Understanding what long-term care (LTC) entails is vital in formulating an appropriate care plan. LTC refers to services designed to help care for an individual's health or personal care needs for a short or extended period.

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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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