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

    The Current Bull Market Just Hit a Major Milestone

    The current bull market is now the second-longest in history. How does it stack up?
  2. Your Clients

    Married Gays Are Surprised to See Bigger Tax Bills

    Gay married couples can now file joint federal and state returns, but they should know how the marriage penalty in the tax code works.
  3. Products and Investments

    Why Investors are Dropping Actively-Managed Funds

    Data from Morningstar shows that the flow of assets to ETFs from actively-managed funds shows no sign of slowing.
  4. Your Clients

    Late to File and Suspend? Extend with Form 795

    Can't get an appointment before the file and suspend deadline? Here's a solution.
  5. Your Practice

    DoL Fiduciary Rule May Face Legal Fight

    Now that the DoL's Fiduciary Rule has been released, it'll be subject to a legal fight by opponents. Here's an overview.
  6. Retirement

    Reminder: File and Suspend Ends Friday 4/29

    The Social Security Administration has finally issued definitive guidance on the file-and-suspend rules — just days before the April 29 deadline.
  7. Your Practice

    How the SEC Wants to Improve Disclosure of Fees

    The SEC wants investment companies to alter the way they disclose fees for mutual funds in the hopes to help clients know how much they're paying.
  8. Your Practice

    How Boomer Advisors Can Groom Successors

    Boomer business owners need to start thinking about an exit strategy if they haven't yet done so. Here are some tips on grooming successors.
  9. Investing Basics

    Why the Fiduciary Rule is Good for All Investors

    The new fiduciary standard should help lower what middle- and lower-income investors pay, on average, to brokers for retirement planning advice.
  10. Mutual Funds & ETFs

    How ETFs Are Being Used by Advisors

    The versatility of ETFs has earned the attention of financial advisors. Here's why they're well-suited to their needs and how they're being utilized.
  11. Your Clients

    Here's the Best Way to Skirt Capital Gains Taxes

    Taxpayers who know the rules for netting gains/losses can generate additional losses to net against the taxable gains in their portfolios. Here's how.
  12. Products and Investments

    Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some point. Here's why.
  13. Products and Investments

    Advisors: Watch Out for Confirmation Bias

    Here's how advisors can make sure that confirmation bias does not color their own perceptions as they manage clients’ portfolios.
  14. Financial Advisor Technology

    How Vanguard is Dominating Robo-Advisor Arena

    In less than a year, Vanguard’s robo-advisor platform has accumulated a whopping $12 billion in assets. Here's how.
  15. Your Practice

    Planners: New DoL Rule Won't Require Much Change

    Financial experts are all atwitter about what to expect with the DoL's new fiduciary bill. As of now, here's what planners can expect to see with the bill.
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