Martin Wealth Strategies

Five lessons to learn from the 2026 Winter Olympics for your career and finances.

Top 5 Career Lessons From the 2026 Winter Olympics These lessons from the Olympics can help with your career and finances.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Why 'Locking' Your Social Security Number Is the New Credit Freeze Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Money Questions Couples Should Ask Before Combining Finances or Planning a Future Together Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

What would you give to others that was never given to you?

What is an important lesson you learned from a mistake?

Wishing you a very happy New Year!

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

Final board meeting as President of the DeKalb Library Foundation. I'm grateful to have served alongside a skilled Executive Director, Board, and DeKalb County Public Library Director. DeKalb Library Foundation DeKalb County Public Library

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/3MDXMHt

Here are some tax-advantaged strategies to consider before year-end

8 Easy Ways To Lower Your Tax Liability For 2025 Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.