AMAC Newsline · Author
RoseMark Advisors
Staff Writer
53
Articles published
4
Years with AMAC
5
Topics covered
Sep 1, 2026
Latest article
Reporting
53 articlesFrankly Financial
Your 401(k) Got You to Retirement. What Comes Next?
Frank, I’m retiring at the end of the year and have spent decades building my 401(k). What should I do with it? Should I roll it into an IRA?
Sep 1, 2026
Economy
Beyond the Death Benefit: Free Webinar Explores How Life Insurance Can Protect Your Retirement
A September 9 webinar shows how a policy's cash value can replace a spouse's lost income, cover long-term care, or pay out during a market downturn.
Aug 24, 2026
Frankly Financial
The Tax Bill You Never Saw Coming
Frank, I didn't sell any of the mutual funds in my taxable investment account last year, so why am I paying taxes?
Jul 1, 2026
Travel & Lifestyle
How to Plan for Long-Term Care Before You Need It
Long-term care is not just a health issue. It is a retirement income issue, a family issue, a tax issue, and a legacy issue.
Jun 25, 2026
Travel & Lifestyle
RoseMark Advisors Announces, “The Last Love Letter,” a Free Two-Part Webinar Series on Planning Ahead for the People You Love
RoseMark Advisors will host “The Last Love Letter: Planning Ahead for the People You Love,” a free two-part educational webinar series.
May 29, 2026
Economy
Spring Clean Your Finances and Keep Your Retirement on Track
An annual financial spring cleaning can help you organize records, review beneficiaries, rebalance investments, and strengthen your retirement strategy for greater long-term confidence.
May 22, 2026
Travel & Lifestyle
Plot Twists: Is Your Financial Plan Ready for Life’s Biggest Transitions?
Don't let a life "plot twist" derail retirement. Learn how to navigate the financial impact of major life transitions with our practical 4-step checklist.
May 21, 2026
Frankly Financial
“I’m in Great Health; Why Would I Need Long-Term Care Planning?”
Frank, I take care of myself; why would I ever need long-term care?
May 1, 2026
Frankly Financial
IRA Distribution Planning: Should You Wait for RMDs?
Frank, I am 65 and retired. When do I have to start taking required minimum distributions (RMDs) from my IRA—and should I just wait until then to start drawing money out?
Mar 1, 2026
Social Security
When One Social Security Check Disappears: A Retirement Risk Many Couples Overlook
When one spouse passes away, a Social Security check often disappears. Learn how to protect your retirement income and avoid unexpected financial stress.
Jan 2, 2026
Frankly Financial
Lifestyle vs. Legacy Assets: Spending with Intention in Retirement
How do I know which of my assets to spend first in retirement, and which are better to leave to my children?
Jan 1, 2026
Economy
The Countdown Is On: Don’t Miss Your 2025 Year-End Tax-Saving Opportunities
Prepare for a stronger financial future with this essential year-end checklist. Discover key retirement, tax, and giving strategies to maximize your 2025 savings.
Dec 21, 2025
