AMAC Newsline · Author
RoseMark Advisors
Staff Writer
47
Articles published
4
Years with AMAC
4
Topics covered
Aug 24, 2026
Latest article
Reporting — page 3
47 articles
Economy
The Bucket Strategy: How to Structure Your Finances for a Stress-Free Retirement
The Bucket Strategy divides your savings into short-, mid-, and long-term investments—giving retirees predictable income, peace of mind, and protection from inflation and market risk.
Mar 27, 2025
Economy
Generational Wealth: Leaving a Legacy, Not a Tax Burden
Generational Wealth: Leaving a Legacy, Not a Tax Burden
Mar 25, 2025
Economy
The Hidden Costs of Retirement: What Most Retiring Americans Overlook
What if your retirement budget isn’t as secure as you think? Many retirees face unexpected expenses that can drain their savings faster than they ever imagined.
Mar 20, 2025
Economy
Retirement at Risk: The 4 Financial Threats You Can’t Afford to Ignore
Retirement at Risk: The 4 Financial Threats You Can’t Afford to Ignore
Feb 20, 2025
Economy
Child Tax Credit 2024: Updates on Payments and Eligibility
Wondering if you qualify for the Child Tax Credit (CTC) in 2024? Learn about eligibility, refund amounts, and how to claim up to $2,000 per child. Get expert tax-saving strategies to maximize your benefits.
Feb 13, 2025
Economy
Using Qualified Charitable Distributions (QCDs) to Make a Difference in Retirement
Explore how Qualified Charitable Distributions from your IRA can reduce taxes and support your philanthropy in retirement.
Nov 18, 2024
Travel & Lifestyle
Getting to Know RoseMark Advisors – A Valued Part of the AMAC Family
Getting to Know RoseMark Advisors – A Valued Part of the AMAC Family
Nov 4, 2024
An Attorney, an Accountant, and a Financial Planner Walk into a Bar...
An Attorney, an Accountant, and a Financial Planner Walk into a Bar...
Oct 17, 2024
Economy
Understanding Universal Life Insurance
Understanding Universal Life Insurance
Jun 24, 2024
Economy
Determining Retirement Income Needs: The Percentage Rule
Determining Retirement Income Needs: The Percentage Rule
Jun 3, 2024
Economy
Six Key Investment Strategies for Your Peak Earning Years
Six Key Investment Strategies for Your Peak Earning Years
May 15, 2024
Economy
Maximizing Your Tax Refund: Smart Strategies for Financial Health
Maximizing Your Tax Refund: Smart Strategies for Financial Health
Apr 26, 2024
