Mark P. Cussen, CFP®, CMFC, AFC

Mark P. Cussen, CFP®, CMFC, AFC

Mark P. Cussen, CFP®, CMFC, AFC, has 20 years of experience in the financial industry, which includes working with investments, insurance, mortgages, taxes and financial planning. He has several years of experience as a financial author and has written numerous educational articles for various financial websites. He has also worked in retail, discount and bank brokerage systems and is currently working as a financial planner for the U.S. military. Mark has a Bachelor of Science in English from the University of Kansas and completed his CFP coursework at the Bloch School of Business at the University of Missouri-Kansas City in August of 2001.

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  1. Retirement Planning

    Rising Debt Hindering Boomers' Retirement Plans

    Boomers in pre-retirement and retirement are grappling with debt more than previous generations, which is impacting their retirement preparedness.
  2. FA Profession

    Low Rates Force Advisors to Rebuild Bond Ladders

    Prolonged low interest rates have some advisors taking a new approach with their bond-laddering strategies.
  3. FA Profession

    Why Advisors Need to Offer ESG Strategies

    Advisors who ignore environmental, social and governance investing do so at their peril, particularly those who work with women and/or younger clients.
  4. FA Profession

    Money Habits Of The Millennials

    Millennials are facing the bleakest financial future of any generation in decades, and are not likely to enjoy the same standard of living as their parents did. Their spending and investing habits are ...
  5. FA Relevant

    Why Fee-Based Variable Annuities Are Coming Back

    The DOL rule may lead to sweeping changes in the retirement planning industry, and there will likely be more use of fee-based annuity products. Here's why.
  6. FA Profession

    Crowdfunding: What Advisors and Clients Must Know

    Now even the most elementary investor can take a stake in a startup via a crowdfuding platform. Does that mean they should?
  7. Investing Strategy

    Why Advisors Love This Non-Traded REIT

    A new type of non-traded REIT is attracting advisors and investors. This is a breakdown of the unique way in which the REIT makes money.
  8. Laws & Regulations

    SEC to Audit RIAs Over Mutual Fund Share Classes

    The SEC plans to monitor the share classes that RIAs use when they invest their clients’ mutual fund money more closely.
  9. FA Profession

    Mobile Investing: What Investors Want

    Financial advisory firms that want to maintain their competitive edge need to stay abreast of the latest mobile technology to keep their customers happy.
  10. FA Profession

    BD Loans Raise Fines, Conflict of Interest Worries

    This week, the SEC levied fines against two RIAs for failing to disclose to clients that they had received forgivable loans from their broker-dealers.
  11. Tech Insights

    The Big Disconnect With Big Data and Advisors

    Financial planning firms that undertake big data projects need to clearly define their goals so they can glean more insight from the data.
  12. Laws & Regulations

    Pay-to-Play Rule Back in Spotlight with Pence Nom

    The SEC pay-to-play rule, which limits campaign contributions from financial advisors, is especially relevant with Governor Mike Pence's nomination.
  13. Laws & Regulations

    SAVE UPs Act: New Bill for Retirement Accounts

    Rep. Joe Crowley (D, N.Y.) introduced legislation last week that will create universal retirement accounts for American workers.
  14. FA Profession

    What the Future Holds for ETFs

    The popular ETF market is maturing. Here’s a look at where it may be headed as the industry moves forward.
  15. Investing Strategy

    Advisors' Take on the Turbulent Earnings Season

    Is a market correction in the near future inevitable? Advisors who believe this to be talk through what they see as the best options for investors.
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