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. Professionals

    Tips for Gen X Savers at Age 50

    This is the time to stop and take a careful assessment of where Gen X savers are and see what changes they need to make to achieve their financial goals.
  2. Professionals

    Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more than mere paperwork or financial transactions.
  3. Professionals

    Who Wins With RoboAdvisors? Everyone?

    Technology has played a vital role in shaping the financial planning industry and it appears that the next phase of automated services is here.
  4. Professionals

    How Advisors Can Help Clients with Dementia

    Advisors may be called on to monitor and react to changes in their clients' mental acuity. Here's what to consider.
  5. Professionals

    How to Help Clients Find Unclaimed Assets

    Locating unclaimed money or other property for clients can be a very useful additional service that can help you to add value and grow your business.
  6. Professionals

    Helping Clients Choose Long-Term Care Insurance

    The need for long-term care has become an inescapable (and pricey) issue for retirees. Here's what financial advisors can do to help.
  7. Professionals

    Tips for Securing Your Client's Data

    Completely protecting your clients from every kind of cyberattack is impossible, but here are some tips to greatly reduce the chances of being targeted.
  8. Professionals

    How to Keep Up With the Retirement's Evolution

    How people think of retirement is changing rapidly. Here's how financial advisors can address semi-retirement, growing longevity and more with clients.
  9. Professionals

    How to Transition Your Client Into Retirement

    The first step into retirement is a big one. Here are tips on how to help your clients transition from earning to drawdown.
  10. Professionals

    Are You An FA Looking For A New Job? Read This First

    The choice between a larger or smaller company may be decided by an advisor's experience or temperament. Find out the best size for you.
  11. Professionals

    2015 Capital Gains Taxes: What You Should Know

    What financial advisors (and their clients) need to know about capital gains taxes in 2015.
  12. Professionals

    6 Essential Marketing Tips for Financial Advisors

    As a financial advisor, your ability to market yourself is vital to the success of your practice, even if you're a great salesperson.
  13. Mutual Funds & ETFs

    Tired Of Mutual Funds? Try This Alternative

    Mirrored investments services are a beneficial alternative to traditional mutual funds. Discover how they work and how they can be used to your advantage.
  14. Professionals

    Tax Implications When Your Client Downsizes

    If you have clients who own homes that have appreciated substantially in value since the time of purchase, they may have significant tax ramifications.
  15. Personal Finance

    Leaving the Military? Best Next-Step Careers

    Vets bring skills and stamina to the job market. These fields offer good career opportunities for those moving out of the military.
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