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Independent Financial Advisor Monthly Newsletter

JUNE 2025 NEWSLETTER

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Jeff Martin
filing taxes after divorce guide
A Step-by-Step Guide to Filing Taxes After Divorce

Divorce can significantly change life and has considerable implications for taxes. Tax filing after divorce requires an understanding of new filing statuses, exemptions, child deductions, alimony, and property settlements, among other factors. Here are the steps to help navigate filing taxes the first year after divorce.

401k binder

401(k) Management: DIY or Financial Professional Help?

Managing 401(k) investments is crucial to planning one's financial future. Two primary ways to manage investments are to do it yourself (DIY) or work with a financial professional.

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umbrella protecting family

Why Umbrella Insurance Is Essential for Luxury Asset Protection

Owning luxury assets such as exquisite homes, cars, yachts, and priceless art pieces requires safeguarding them against potential risks or loss.

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US Treasury Seal

5 Tips Before Investing in Treasury Bills

Treasury bills, often referred to as T-bills, are considered a secure and reliable investment option suitable for some investors. Governments worldwide offer this option, enabling investors to allocate funds in a low-risk environment while earning a return.

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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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