AMAC Newsline · Author
RoseMark Advisors
Staff Writer
54
Articles published
4
Years with AMAC
5
Topics covered
Oct 19, 2026
Latest article
Reporting — page 2
54 articles
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
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
