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AMAC Newsline · Author

RoseMark Advisors

Staff Writer

AMAC Staff Writing since 2022

53

Articles published

4

Years with AMAC

5

Topics covered

Sep 1, 2026

Latest article

Reporting — page 2

53 articles

Social Security

6 in ’26! Six Important Financial Changes to Watch for in 2026

SSA COLA notices arrive in December. See how Medicare Part B deductions can reduce your 2026 raise in this AMAC Foundation webinar.

Dec 8, 2025

Frankly Financial

Do I Really Need Long-Term Care Planning? - AMAC Magazine Exclusive

Many retirees mistakenly assume Medicare or Medicaid will cover long-term care. Discover smarter, tax-efficient strategies to protect your retirement.

Nov 14, 2025

Economy

Give Back, Get Smart: How QCD's Help You Make a Difference in Retirement

Qualified Charitable Distributions let retirees support causes they love, cut taxes, and make generosity part of their legacy.

Nov 12, 2025

Frankly Financial

The Hidden Advantages of Working with a Wealth Planner - AMAC Magazine Exclusive

Are your investments missing something? Discover how a comprehensive wealth planner can uncover tax-saving strategies that don’t show up on your statement.

Nov 7, 2025

Economy

The Retirement Bucket Strategy: How to Make Your Savings Last

The Retirement Bucket Strategy: How to Make Your Savings Last

Nov 5, 2025

Economy

Millions of Americans Leave Retirement Funds Behind

Millions of Americans have lost track of old 401(k)s, leaving $2.1 trillion unclaimed. Here’s how to recover your savings.

Oct 15, 2025

Economy

The Retirement Tax Trap: What Every AMAC Member Needs to Know

The Retirement Tax Trap: What Every AMAC Member Needs to Know

Oct 8, 2025

Medicare

Medicare Open Enrollment: The Perfect Time to Review Your Retirement Income Plan

Medicare Open Enrollment: The Perfect Time to Review Your Retirement Income Plan

Sep 30, 2025

Economy

Optimizing Bloodline Wealth: Keeping It Out of the Hands of Uncle Sam

Optimizing Bloodline Wealth: Keeping It Out of the Hands of Uncle Sam

Sep 23, 2025

Economy

Fed Cuts Rates! Now What?

Falling rates threaten retirement income—lock in today’s higher rates now. Schedule your complimentary review.

Sep 17, 2025

Economy

Life Insurance Awareness Month — Are You Covered?

Life Insurance Awareness Month — Are You Covered?

Sep 16, 2025

Economy

Economic Uncertainty: How to Safeguard Your Nest Egg in Volatile Times

For retirees and those nearing retirement, market swings can be nerve-wracking. But with the right strategy, you can weather any financial storm and enjoy retirement with confidence, security, and peace of mind.

Jun 6, 2025