Rock Martin Private Wealth Management

An all inclusive investment & tax planning firm.
President Marty Urbanowicz, CFP®, EA. Securities offered through LPL Financial Member SIPC

[Rock Martin Private Wealth Management @RockMWealthMgmt]

When was the last time you paid yourself first? https://t.co/CBFuZTsq0M

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/8FSNpcz9O2

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction https://t.co/9Sk7D35Pt4

[Rock Martin Private Wealth Management @RockMWealthMgmt]

For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement https://t.co/smCM8Uv5Wk

[Rock Martin Private Wealth Management @RockMWealthMgmt]

The newest commercial from the CFP Board does a great job of capturing the importance of working with a qualified planner. Check it out here: https://t.co/Tew5OaT8PM

[Rock Martin Private Wealth Management @RockMWealthMgmt]

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability. https://t.co/a1qgUqXY44

[Rock Martin Private Wealth Management @RockMWealthMgmt]

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... https://t.co/VsHlOmbGbv

[Rock Martin Private Wealth Management @RockMWealthMgmt]

How will your investments weather the ups and downs of the business cycle? https://t.co/ANbUIEucE0

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF https://t.co/0lbSolKccd

[Rock Martin Private Wealth Management @RockMWealthMgmt]

With tax season upon us, we'd like to introduce our new series:
Tax Tips.

Today, Marty explains why it may not always make sense to itemize. https://t.co/kwhldo4La9

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. https://t.co/icOhnJxRQQ

[Rock Martin Private Wealth Management @RockMWealthMgmt]

As complex as the details of taxes can be, the income tax process is fairly straightforward. https://t.co/UPU1szfAky

[Rock Martin Private Wealth Management @RockMWealthMgmt]

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... https://t.co/YORkGVyuPV

[Rock Martin Private Wealth Management @RockMWealthMgmt]

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you. https://t.co/lMAR4dctXV

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Low car lease payments look great, but do you really save money in the end? #LeaseACar https://t.co/GVQete7BYc

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Equipping yourself with knowledge as you prepare to retire is vital to your success. Maintaining that knowledge through retirement is just as important.

Join us as we host our "What to Know Before and After Retirement" workshop. Registration lin https://t.co/Jm8I3Z28NR

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more: https://t.co/gsTsHBBMW6

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earnings season, and healthy economic data. https://t.co/csBM0y7hAK

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Take the time to think about these three things when shopping for your next vehicle. https://t.co/xLNLQ0eUaY

[Rock Martin Private Wealth Management @RockMWealthMgmt]

Check out our latest video where we discuss changes brought by SECURE Act 2.0 and the opportunities it presents to business owners: https://t.co/pxXjB8mMTM