Mark Gabelman, Retirement and Legacy Planning

04/22/2025

People often ask me if I think Trump's Social Security stories are real. Here is one example; where a Minnesota woman collected her decease Mother's Social Security Check for 25 Years!! She even went to the local SS offices to file paperwork.

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03/06/2025

Unlock your financial future today—visit our website for expert guidance and personalized solutions that can help you achieve your goals. Don't wait, take the first step towards a secure tomorrow at mwgabelman.com!

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02/07/2025

Florida is not a surprise BUT Minnesota is number 2. The reasons they give make total sense. Colorado is in the top five too.

Is there such a thing as a “Yellowstone” effect?

11/01/2024

Discover the power of collaboration in planning your future. With the right support, navigating retirement and legacy planning becomes a seamless journey.

Live your best retirement without the risk of stock market crashes, health care cost surprises and tax torpedoes

09/24/2024

This is pretty good

08/27/2024

One of the questions am asked most often is why anyone would need life insurance after they retire. Here’s decent answer, for a better one give me a call.

Most people will need more life insurance when they reach 65 than they need at 35, if they are married with two children and a mortgage. Times have changed, but many advisors are still selling life insurance as if people...

05/02/2024

Life Insurance as a retirement supplement is a great idea. Life Insurance as a IRA or 401k replacement is Bu****it. Don't fall for it. This explains it well. 👇

When developing your retirement income strategy, you likely come across many options for growing your savings and creating income in the future. One option for you to consider is life insurance.

02/05/2024

👇👍🤙

We’re wired to give, so let’s do it better and let’s enjoy it more.

08/04/2023

This weeks lowering of the USA’s credit rating was not covered at all by mainstream media. Knowing how it will affect your retirement income could save you a headache or two.

Fitch just stripped the United States of its AAA credit rating. What does this mean for your retirement? Soon the cost of servicing the national debt will co...

01/27/2023

Roth Conversion... When is it right?

· Retirement income planning can seem intimidating, but it doesn’t have to be.
· Interested in converting your traditional IRA to a Roth IRA?
First, understand the impact and identify the optimal conversion strategy for you.
· Develop a custom Roth conversion strategy.
· It is important to understand your current financial situation and retirement goals so you can determine which income withdrawal strategy you need.

· You can reach your goals both in the short term and in the long term, even if we experience another significant market decline.
· Having the right plan in place can help you feel more confident about the future.

01/18/2023

Social Security benefits are an important source of retirement income, but they're likely not enough to cover all your expenses. I can help you with a detailed strategy to address the gaps.

Social Security benefits may not be enough to provide for essential expenses in retirement. Retirement planning can help plan for income gaps.

01/05/2023

I wasn’t expecting to see Minnesota and Colorado in the top ten let alone 1 and three on this list.

The annual cost for home health services in the US was 61,776 US dollars in 2021, yet varied greatly from one state to another.