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. Brokers

    How RIAs and Independent Broker-Dealers Differ

    There are many types of financial planners. Here we break down what sets RIAs apart from independent broker-dealers.
  2. Professionals

    Illiquid Real Estate: Correlation Pros and Cons

    Stock and bond markets are moving more closely in tandem with each other. Is illiquid real estate the vaccine for this correlation?
  3. Professionals

    How to Protect Your Portfolio from a Market Crash

    Although market crashes are usually bad news for your portfolio, there are several ways to minimize losses or even profit outright from market movement.
  4. Professionals

    How to Get Free Social Security Spousal Benefits

    Married couples should thoroughly examine whether they are eligible to collect free spousal benefits on their Social Security income.
  5. Professionals

    How Brokers are Candy-Coating Alternatives

    Alternatives have become a sexy choice for many advisors. But they also come with additional risks that are not always clearly spelled out to clients.
  6. Professionals

    Using Tax-Loss Harvesting to Keep Your Gains

    Harvesting tax losses is a key skill that investors can use to keep more of their money in their pockets the next time they file taxes.
  7. Professionals

    Could Robo-Advisors Overtake 401(k) Providers?

    Despite the lower cost and tech efficiency, it will most likely take robo-advisors several years to make a real impact in the retirement plan market.
  8. Professionals

    How Fixed Index Annuities Yield Retirement Income

    For investors worried about outliving their income in retirement, fixed indexed annuities can help fill the gap. Here's how.
  9. Professionals

    The Pros and Cons of Hybrid Annuities

    An in-depth look on the pros and cons of hybrid annuities.
  10. Mutual Funds & ETFs

    How Oil and Gas Can Fuel Your Retirement Account

    Investors who choose oil and gas assets inside a tax-deferred retirement account can reap substantial rewards. Here's how to invest.
  11. Fundamental Analysis

    Is Your Portfolio Being Managed By a Robot?

    Robo-advisors are likely going to become a permanent fixture in the money management industry. Here's where they're at.
  12. Professionals

    Socially Responsible Lending Goes Mainstream

    The solid rates of return that socially responsible lending has posted has caught the attention of institutional investors. Here's a primer.
  13. Professionals

    Longevity Annuity Tax Rules: What You Need to Know

    A look inside the intricacies of the IRS' recently finalized longevity annuity tax rules.
  14. Taxes

    Top Annuity Tax Deferral Strategies

    Annuities can provide tremendous tax advantages for retirement savers. Here are some tax deferral strategies to consider.
  15. Retirement

    Retirement Planning for Entrepreneurs and Small Businesses

    If your business has receiveables, here's a smart way to leverage them to build up your retirement fund fast.
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