Blog

Tuesday, January 23, 2024

We are officially announcing our early 2024 Social Security and Medicare class dates as well as adding a NEW class, Taxes in Retirement! Our Social Security and Medicare class will now offer only 1 seating on each scheduled class day,...

Thursday, December 7, 2023

Equity markets surged in November, offsetting losses from the prior three months. All three major U.S. indices were up notably for the month. The S&P 500 gained

Thursday, October 26, 2023

For anyone looking at statements lately, it has been painful as not only have stocks and real estate struggled, but the last few months intermediate to long-term bonds and bond funds have also had sizable losses.  But bonds have...

Monday, August 14, 2023

Roloff Retirement Solutions is happy to announce that in-person education classes are back!  Each complimentary class will be approximately 2 hours in length and will include a course on Social Security and one on Medicare...

Friday, July 21, 2023

Public Service Announcement - PLEASE share!! Do you know any widow/widowers under 70 years old?? I continue to be frustrated at clients getting WRONG information from Social Security offices. When someone is widowed, they can collect a...

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Friday, April 14, 2023

My IRS Enrolled Agent designation was officially approved on April 12. About 10 more days and I will be done with my Masters in Taxation. Why did I do this? Yes, we are preparing tax returns for clients in need of a tax preparer - and...

Friday, January 20, 2023

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure

Friday, December 2, 2022

Here is the list of courses I completed for the CPM credential (which is pending an NYU program now rescheduled for September):   1. Code of Ethics  ACPM Code of Ethics and Professional Conduct   2. Financial Advisory...

Thursday, December 1, 2022

It's been a busy year, but I have continued to develop my professional knowledge to better serve our clients.  1. This week, I finished up the online/distance educational component for the Certified Portfolio Manager...