JMatrik Wealth Management

10/16/2026

Choosing the between a high-deductible vs. a low-deductible health plan depends on your full financial picture. Find out which plan might be right for you!

https://bit.ly/47jaPFD

CRN202909-12132758

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/4jqmE3X

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/14/2026

Ready to start building wealth? It all begins with a plan saving, budgeting, investing, diversifying.



CRN202807-9177986

10/14/2026

Open Enrollment is an opportunity to calibrate your entire financial picture. Find out how a financial professional from Barnum Financial Group can help you!

https://bit.ly/4dX2lYz

CRN202909-12132758

10/13/2026

America’s appetite for annuities remains strong with an 11th consecutive $100M+ quarter. Let’s connect to explore annuity strategies that may help support your clients’ retirement goals.

https://bit.ly/4hLFXU8

10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/09/2026

55% of working Americans believe they’ll still have access to benefits after leaving their job, but many find out too late that they don’t. That’s where we step in. Our advisors help clients navigate this exact moment before coverage is lost and mistakes are made.

Download the case study here: https://bit.ly/4rUOF5Q