Jeremy Martin, Financial Professional

11/29/2021

A financial professional can help people at any age, but younger adults who establish a relationship early can benefit from many years of planning and growth. Learn if your adult child could benefit.

Getty Images Time and time again we hear from people in their 60s and 70s who wished they had developed a financial plan earlier in their lives. Although there is no time machine where they can go back and engage with their younger selves, these people can often do the next best thing: encourage the...

11/04/2021

If you're just starting out, financial security may seem like a daunting goal. But focus and commitment can get you there. Follow these four steps to build financial security at any age.

Financial security is a common goal amongst millennials. After all, we all want to make sure that we have enough money for college, a house in the future, and other major life events. However, actually building financial security can be difficult. That’s why in this article, we’ll talk about how...

10/12/2021

When you retire, you'll still need income every month. And figuring out how much you'll need is the key. Read this to learn how to plan for income so you'll have a stress-free retirement.

How much income do you need in retirement? It's one of the most important questions in financial planning. Given its importance, it gets relatively little attention. The standard way to determine how much income you need in retirement is called the replacement ratio. The replacement ratio tells you....

05/04/2021

Whether you’re up late grading papers or up early drafting a lesson plan, we thank you. https://eqtble.co/3azbe9L

03/23/2021

If your company paused your 401(k) contributions — or you never had one — retirement can be tough to navigate alone. Consider these savings strategies to keep you on track.

More than 16% of large organizations suspended 401(k) matching, at least temporarily, due to the COVID-19 pandemic, according to the Plan Sponsor Council of America. If you've lost your match or you just never had one, the burden of retirement savings rests entirely on your shoulders. It's a difficu...

01/11/2021

Don’t react by making emotional decisions when the market declines. Consider these tips, and contact me to discuss your options.

Every time something new happens in the world — whether it’s economic, political or even health-related these days — it seems like the market reacts. Large swings, especially, may cause you to react emotionally, making changes to your portfolio that may not be in your best interest. For exampl...

12/30/2020

As we close out 2020 - one for the ages - we want to wish you all health, happiness and a renewed sense of optimism for 2021.

12/25/2020

To our clients and colleagues, we wish you season’s greetings and a very Merry Christmas! We hope you have a wonderful holiday.

12/11/2020

The Equitable Foundation recognizes students who are making positive, lasting impacts in their communities through the Equitable Excellence℠ scholarship program, which awards $1.8 million in college scholarships annually. Apply today - deadline extended to January 28, 2021! https://eqtble.co/3cQMh9T

11/26/2020

Happy Thanksgiving! The holiday may look a little different this year, but we hope you enjoy time with loved ones, virtually or in person.