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

    6 Tech Trends Advisors Must Stay Ahead Of

    Mobility, security, freedom and integration are the new objectives that most modern financial advisory firms are shooting for in the digital age.
  2. Professionals

    New Tax Pitfalls to Avoid

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

    Tips for Addressing a Client's Mental State

    Advisors and therapists need to recognize their limitations when it comes to dealing with clients and patients on matters that straddle both arenas.
  4. Professionals

    Due Diligence Tips for Investing in Alternatives

    Alternative investments can provide unique benefits to clients for whom they are suitable. But do your due diligence and beware of the risks.
  5. Professionals

    Beware: These Bond Funds Act Like Stocks

    Beware of bond funds that act like stocks.
  6. Professionals

    Top Retirement Planning Tips for Singles

    Single clients often face an uphill battle when it comes to retirement planning. Here are some tips to get them on the right path.
  7. Professionals

    Tips for Parent/Child Financial Advisor Teams

    Bringing your children on to your practice can be a good idea, but take care to prevent possible friction between you, your kids and members of your firm.
  8. Forex Strategies

    The 10 Riskiest Investments

    Investors seeking high returns must also be prepared for high risk. Here are ten of the riskiest investments available.
  9. Professionals

    Advisors: Have Clients Try on Retirement for Size

    Retirement planning in today’s world involves a lot more than just money.
  10. Professionals

    Tips for Spreading the Wealth to Relatives

    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.
  11. 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. If your clients lack coverage now is the time to begin formulating ...
  12. 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.
  13. 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.
  14. 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.
  15. 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.
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