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

    Top Tips for Improving Client Communications

    Effective communication with your clients is the lifeblood of your financial advisory business. If you've struggled in this area, pay heed to these tips.
  2. Investing Basics

    Do You Need More Than One Financial Advisor?

    Using more than one financial advisor for money management has its pros and cons.
  3. Investing News

    SEP vs. Keogh Plans: Which is Right for You?

    SEP and Keogh plans each have their pros and cons. Here's how to choose which one is right for you.
  4. Financial Advisors

    A Working Retirement: How to Make the Most of It

    Working during retirement probably doesn’t sound appealing but there are options on how to go about it.
  5. Retirement

    Empty Nesters: How to Profit When the Kids Leave

    Finally...your intensive parenting days are over and your budget is a little more flush. It’s time to focus on where that extra money goes.
  6. Budgeting

    When Using a Money Order Makes Sense

    Money orders are usually the least expensive way to send "cleared" funds to pay a bill (or traffic ticket). Here's how they work and what to watch out for.
  7. Professionals

    New Tax Pitfalls to Avoid in 2015

    Although the normal litany of adjustments have been made to the tax code, there are several more unique issues that taxpayers must contend with.
  8. Professionals

    After Poor Performance, Now a Mutual Fund Tax Hit?

    If the performance of mutual funds in 2014 wasn't bad enough, here comes a tax hit from liquidations.
  9. 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.
  10. Professionals

    Impact of Proposed DoL Rules on Financial Advisors

    The DoL had proposed rules that would have a major impact on financial advisors. If they are approved here's what it would mean.
  11. Professionals

    How Income-Shifting Strategies Can Help Cut Taxes

    There are many ways that your clients can move money or other assets to relatives in order to reduce their tax bills. Here's a primer on best practices.
  12. Professionals

    Can Long Term Care Insurance Be Affordable?

    The cost of managed care and insurance covering it will only become more expensive. Here's how to help your clients formulate a plan.
  13. Investing

    Top Tips for Deducting Stock Losses

    Investors who know the rules can turn their losing picks into tax savings. Here's how to deduct your stock losses.
  14. Credit & Loans

    Federal Direct Loan Limits

    How much you can borrow depends on your grade level in college, whether you're an undergraduate or grad student, and other factors.
  15. Credit & Loans

    Federal Direct Loans

    These are the most popular type of federal student loan. Read this guide to the types you can get, how much you can borrow and repayment options.
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