Problems viewing? View in your browser

Jeff Martin
Social Security COLA May Be Less in 2024

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.

How to Integrate a Gender Lens in Your Investing

Gender lens investing is a type of impact investing that aims to create a beneficial social or environmental impact and an expected financial return.

Read more

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.

Read more

Wealth Management For High-Earning Women

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.

Read more

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.

Copyright 2022 Fresh Finance LLC. All rights reserved worldwide.

Click here to unsubscribe from this mailing list.