Blog

In a world brimming with financial information, finding a reliable source you can trust is paramount. That's where we come in. At Rock Martin Private Wealth Management, our blog is more than just a collection of articles; it's a commitment to delivering top-tier financial insights. We understand the importance of accurate, well-researched information in making sound financial decisions. Every piece we share is carefully crafted to ensure you receive the most relevant and practical material. Join us as we embark on a journey to unravel the complexities of finance, providing you with the clarity and confidence needed to manage your wealth effectively.

Wednesday, January 24, 2024

I hope this message finds everyone well and enjoying the start of 2024. This letter serves as a brief recap of 2023 and offers my insights for the year ahead. While there is much to consider, my aim is to provide a concise and clear...

Tuesday, January 9, 2024

The Tax Cuts and Jobs Act of 2017 included provisions that lowered the tax bill for many people. At the end of 2025, those provisions are set to expire. Learn how this may impact you and what you can do about it.

Tuesday, September 26, 2023

Click the attachments to see the documents we use when putting together a financial plan.

Tuesday, March 21, 2023

With online gambling exploding in popularity, we’d like to provide some clarity on the tax implications.  Most people believe they can offset their gambling winnings with gambling losses.  While...

Tuesday, March 7, 2023

Itemizing vs Standard DeductionEven though you may save on taxes in year one, there are times when itemizing will cost you more over a two year time frame.  Join Marty as he explains how this process works:Tax Tip...

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Wednesday, February 22, 2023

Upside, No Downside?           You've likely heard the phrase "market participation without downside risk". This is usually in reference to an investment or contract that tracks a certain index, like the...

Monday, January 30, 2023

If you own a small business, or know someone who does, SECURE Act 2.0 is worth being aware of. Put into law at the end of 2022, the act has given business owners unprecedented opportunities when it comes to retirement plans. Check out...

Tuesday, January 24, 2023

Rock Martin Private Wealth Management is happy to announce the start of our brand new Youtube channel: youtube.com/@rockmartinwealthOur goal with this channel is to educate on a range of topics in the financial planning...

Thursday, January 19, 2023

2023 Outlook presented by LPL Research

Monday, January 16, 2023

In 2023, participants age 50 and older can contribute an extra $7,500 per year annually into their 401(k) account. This amount will increase to $10,000 per year (indexed for inflation) starting in 2025 for participants age 60 to 63....

Thursday, January 5, 2023

While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...

Thursday, April 30, 2020