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. Investing News

    Why Investors Need to Lower Their Expectations

    The golden age of investing for investors is about to end, according to a recent McKinsey & Co. report.
  2. Savings

    Why Coverdell ESAs May Trump 529 Plans

    Coverdell ESAs still trail 529 plans in popularity by a wide margin due to their low contribution limits. But these accounts can be a viable alternative.
  3. Investing News

    Why Most Analysts Remain Bullish on Gold

    Many analysts are bullish on gold for the foreseeable future. Here's why.
  4. Your Practice

    The Top Challenges Financial Advisors Face

    These are the top challenges that financial advisors face today.
  5. Investing Basics

    ETFs vs. Mutual Funds: How Investors Can Choose

    While ETFs and mutual funds are fundamentally different, they also provide many of the same benefits. Here's how to choose between the two.
  6. Products and Investments

    Divorce and Annuities: What Clients Need to Know

    Divorce can be the most financially devastating event in a person’s life. Here’s what your clients need to know about handling annuities in a divorce case.
  7. Products and Investments

    Roth IRA Scams: What to Watch Out For

    Here’s what you need to watch out for when it comes to investment and business opportunities using Roth IRAs.
  8. Your Clients

    Strategic/Smart Beta: What Investors Should Know

    Here’s what your clients need to know about smart beta funds and how they can impact their portfolios.
  9. Credit & Loans

    Credit vs. Debit Cards: Which Is Better?

    Be strategic about the card you choose
  10. Investing News

    These Are the Best Places to Put Your Cash Now

    If you are looking for a good place to put your money right now, here are a few ideas that can put—or help you keep—a little more coin in your pocket.
  11. Investing News

    Should You Invest in Low Volatility Funds?

    Low volatility funds have gained steam in the past year as they have outperformed markets. Are they still a good idea?
  12. Financial Advisor Technology

    Is FINRA Keeping Up with Technology?

    FINRA has issued a report that outlines its policies on digital technology and retail client portals and what firms need to do to stay compliant.
  13. Your Clients

    How to Use Client Tax Forms to Gain More Business

    Financial planners can learn a great deal about their clients by looking at their tax returns. Here's specifically where to zoom in.
  14. Investing News

    Elizabeth Warren: FINRA Too Lax on Bad Advisors

    Two senators have sent a letter to FINRA's CEO that maintains the regulator is not doing enough to protect investors from bad advisors.
  15. Products and Investments

    Concentrated Funds: Here's What to Know

    Concentrated funds can help clients achieve returns with a smaller base of diversification than traditional funds. Here's what you should know about them.
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