For 2023, Social Security Retirement and Supplemental
Security Income (SSI) benefits increased due to inflation. The increase was 8.7%,
resulting in an average monthly benefit increase of $146 per month for a yearly
increase of $1,827 in 2023.
Asset Location Strategies Using Taxable, Tax-Deferred, and Tax-Exempt Accounts
Understanding the difference between taxable, tax-deferred,
and tax-exempt accounts may improve portfolio diversification and how much return
you earn over time.
In the U.S., women control a third of household assets. But
by 2030, U.S. women are expected to control much of the assets that the baby
boomer generation will pass to heirs, roughly 30 trillion in assets.
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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