J Martin Financial Services

01/29/2026

I am in warm Phoenix, AZ, attending Simplicity Group’s Advanced Sales Training (AST). I believe my clients deserve comprehensive advice based on the six fundamentals of financial planning. It is essential to learn how to lead myself before I can effectively lead my clients. AST represents an investment in my business that pays dividends to my clients.

I would be remiss if I didn't mention our amazing instructor, Jason Jenkins.

07/01/2025

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

06/30/2025

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

06/28/2025

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

06/27/2025

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

06/26/2025

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

06/25/2025

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

06/24/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

06/23/2025

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

06/21/2025

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

06/20/2025

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.