Unlocking Your Retirement: What the New Social Security Changes Mean for Teachers By John Merkel | Published: August 20, 2025 A Financial Victory for Educators After decades of advocacy and persistence, the teaching community has finally achieved what many considered...
By John Merkel, President/CEO Rose Retirement Financial Services As we navigate through 2025, American retirees and pre-retirees face a financial landscape marked by significant change. Between expiring tax provisions and ongoing tariff policies, this year presents...
Piggy bank is asked to pay taxes. High tax and a heavy burden on business. Fees for deposits and savings. Avoidance of overpayments on taxes and audit. Inefficient use of taxpayers budget money. Introduction The Tax Cuts and Jobs Act (TCJA), better known as the Trump...
By Doug Bailey Ask an agent about the best time to buy life insurance and the answer will likely be “now” or “anytime.” But consumers watching the value of their 401(k)s decline in this inflationary era as interest rates spiral may want to know if perhaps life...
Although it makes sense to get in touch with a life insurance company to cover your dependents in the eventuality of your untimely death, there are integrity issues surrounding the insurance companies and agents. Broadly there can be 3 ways your life insurance company...
