Martin Wealth Strategies

05/26/2026

05/22/2026

https://www.linkedin.com/posts/naifa-georgia-29269586_2026-congressional-conference-on-capitol-ugcPost-7463579997295898624-U5MS?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAD1GnYBZlMTkVcHSuwDgLC2wwaZEX-u4cY&utm_campaign=copy_link

2026 Congressional Conference on Capitol Hill: Thank you to all the leaders from Georgia and across the country for traveling to Washington, D.C. on May 19th to serve their clients by meeting with federal lawmakers on upcoming issues facing the insurance and financial services industry.

05/12/2026

New York Life has given a total of $50k to the DeKalb Library Foundation in the past 5 years for Hot spots and Learning Spaces! Proud to be associated with a generous firm!

Thank you to for the Community Impact Grant which supports the Take the Internet Home with You initiative at DeKalb County Public Library.

Together, we can bridge the digital divide in DeKalb.

04/01/2026

Retirees have many decisions to make, but there’s another form of preparation that many of us don’t consider — protecting yourself from financial abuse. Here’s some things to consider.

How to find the balance between trusting your kids and protecting your money.

03/30/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

03/25/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

03/23/2026

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Whether you're still working or plan to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

03/18/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

03/16/2026

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

These lessons from the Olympics can help with your career and finances.

03/11/2026

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

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