Martin Wealth Strategies

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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… | NAIFA Georgia 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.

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.

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.

My friend's child stole money and incurred debt in her name. Now I'm unsure whether it's safe to give my kids my SSN How to find the balance between trusting your kids and protecting your money.

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

Ask the Editor, February 13: More Questions on IRAs

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

The Small Business Guide To Tax Season Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

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.

How to Avoid Medicare Late Enrollment Penalties Forever 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.

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.

nyladvisors.com

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.

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