Mark P. Cussen, CFP®, CMFC, AFC

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  1. Personal Finance

    Why The 4% Rule No Longer Works For Retirees

    Researchers have proven that the 4 % rule, which stated that retirees can withdraw 4% of the value of a portfolio each year without depleting the principal for 30 years, is not a realistic withdrawal ...
  2. Budgeting

    3 Alternative Budgeting Styles: Which One Suits You?

    Not everyone is cut out for online or heavily-involved budgeting. Here are some budgeting solutions.
  3. Retirement

    Popular Ways To Delay Retirement

    From staying in the workforce longer to finding a part-time job after retirement, there are many ways that retirees postpone retiring completely.
  4. Retirement

    Is Working Longer A Viable Retirement Plan?

    People who are planning poorly for retirement are simply deciding to work longer - often out of neccessity. Is this a smart idea?
  5. Personal Finance

    How Children Can Help Parents With Retirement

    Sometimes the elderly lose their cognitive skills, that's when it may be time for their children to step in and assist with retirement planning.
  6. Mutual Funds & ETFs

    5 Common Misconceptions About ETFs

    The rise in these funds' popularity has contributed to misinformation about what they are and how they work. Learn more here.
  7. Taxes

    How Much Will Your Taxes Rise Based On Your Salary?

    Find out how high your taxes will rise this year.
  8. Savings

    5 Worst Money Mistakes You Can Make In College

    Watch out for these costly mistakes while in school.
  9. Insurance

    Tax Variations Of The HEART Act

    The HEART Act is designed to allow service members and reservists make a smooth financial transition into active duty and back into civilian life.
  10. Investing Basics

    How Tax Treatment Of ETFs Can Benefit Purchasers

    ETFs often post fewer and lower capital gains distributions than traditional mutual funds, because there is usually a much lower rate of portfolio turnover in ETFs.
  11. Personal Finance

    ETFs On A Budget

    Here's how to apply personal finance skills such as budgeting and saving to purchasing ETFs.
  12. Personal Finance

    Most Successful Unions

    Labor unions have existed in the U.S. for quite some time, but not all have been as successful as these three.
  13. Personal Finance

    Are Labor Unions Effective?

    This article examines some of the pros and cons associated with organized labor.
  14. Personal Finance

    The History Of Unions In The United States

    Although the overall power of labor unions may not be what it once was, they still maintain a great deal of influence in the United States.
  15. Retirement

    Planning Your Retirement Using The Monte Carlo Simulation

    You can use the Monte Carlo Simulation to improve your retirement planning.
  16. Retirement

    Save Early For Retirement If You're A High Earner

    If you earn a high income, there are many ways you can save extra money for an early retirement.
  17. Taxes

    Fiscal Cliff Implications For Year-End Tax Planning

    If the U.S. goes over the fiscal cliff, how will it affect the taxes and tax planning of average citizens?
  18. Savings

    The Fiscal Cliff And Your 401(k)

    With the looming fiscal cliff, here's a look at how it could affect your retirement planning.
  19. Savings

    Net Worth Throughout Your Life

    Here are some estimates of what your net worth should be at certain stages of your life, depending on how much you earn for income.
  20. Savings

    How Inflation Affects Your Net Worth

    When calculating your net worth, don't forget to take inflation into account.
  21. Savings

    Are You On Track To Hit Your Desired Net Worth By Retirement?

    Here are some calculations to determine if your net worth is what it should be at your age.
  22. Taxes

    How The Fiscal Cliff Could Affect Your Net Worth

    With upcoming changes in tax rates, is your net worth going to be affected?
  23. Savings

    Why You Should Know Your Net Worth In Retirement

    Just because you are comfortably in retirement, that doesn't mean you should stop keeping track of your net worth.
  24. Savings

    Average Net Worth Of The 1%

    Here's a look at how much the super-rich in the world are really worth.
  25. Personal Finance

    Net Worth Of Citizens Around The World

    Here's a look at which countries have the highest net worth per citizen and which have the lowest.
  26. Economics

    Why Americans Think Bush Is To Blame For The Economy

    The perception of who is to blame for the economy played a major role in Obama's reelection.
  27. Professionals

    8 Qualities That Make A Good Insurance Agent

    Insurance agents must possess each of the following qualities in order to be successful.
  28. Professionals

    Help Your Clients Prepare For The Fiscal Cliff

    With the fiscal cliff fast approaching, financial advisors need to help prepare their clients for coming changes to their taxes.
  29. Taxes

    Who Does The Current Tax Code Benefit?

    Are the non-workers benefiting from the current tax code in any way or is it the wealthy who are still getting the big breaks?
  30. Home & Auto

    Are You Mature Enough To Buy A Home?

    Owning a home is a big responsibility. Here is a look of some basic things you will need to be able to accomplish if you plan on owning a home.
  31. Retirement

    Is A Retirement Career Right For You?

    More and more people are realizing they must work part time during retirement. Here's a look at if you might have to.
  32. Taxes

    Overlooked Tax Deductions For 2012

    From jury duty to student loan interest, here are some deductions for 2012 that people may overlook.
  33. Retirement

    How To Use The 4-Box Strategy For Retirement Income

    In today's volatile market, Generation X can't sit around waiting for things to improve. Gen X must implement innovative strategies for retirement planning.
  34. Professionals

    Jump Start Your Financial Career With The BAT

    The BAT is quickly becoming known in the job market as a tool to provide a window into the minds of those seeking financial jobs.
  35. Investing Basics

    Introduction To Employee Stock Purchase Plans

    ESPPs offer a very straightforward method of allowing employees to participate in the overall profitability of their employers.
  36. Taxes

    Tax-Efficient Wealth Transfer

    Taxpayers with large taxable estates were required to take steps to reduce them before 2011.
  37. Taxes

    How To Qualify For The Home-Office Tax Deduction

    Homebodies can save big on their tax bill. Learn how to get in on the action.
  38. Professionals

    Present Your Clients With A Year-End Review

    If you want to build a better rapport with your clients, this is a good place to start.
  39. Investing Basics

    Introduction To Incentive Stock Options

    Here are some basic highlights of how ISOs work and the ways they can be used.
  40. Professionals

    Start Your Own Financial Planning Firm

    Read on to find business tips to make your dream a reality.
  41. Fundamental Analysis

    Short Sales For Market Downturns

    This strategy can help in market downturns, but it's not for inexperienced traders.
  42. Investing Basics

    Introduction To Phantom Stock And SARs

    Phantom stock and stock appreciation rights reward employees with compensation tied to stock performance.
  43. Retirement

    Save Safely With The DB(k) Retirement Plan

    Your retirement savings can have the best of the defined-benefit plan and the defined-contribution plan with this hybrid.
  44. Professionals

    4 Ways To Get A Head Start On Your Financial Career

    Breaking into the finance business is tough, but these tips can help.
  45. Bonds & Fixed Income

    When Your Bond Comes Calling

    Callable bonds can leave investors with a pile of cash in a low-interest market. Find out what you can do about it.
  46. Retirement

    What are Government Pension Offsets, and who is subject ...

    Government Pension Offsets (GPO) apply to government workers at any level who are not covered by Social Security. Any federal, state or local employee who works for a governmental institution in any capacity ...
  47. Savings

    How do you plan for retirement if you have multiple employers? ...

    Retirement planning for those who work for more than one employer is essentially the same as for those who work for only one. You must still make the same asset allocation decisions and determine your ...
  48. Savings

    I have a 403(b) from a old employer. I would like to convert ...

    The IRS says that you can roll a 403(b) plan into a 401(k) plan if you now work for an employer that offers a 401(k) plan. You can also roll a 403(b) plan into a self-employed 401(k) plan if you are self-employed. ...
  49. Savings

    Moving Back Home: A Win-Win Situation

    When a young adult moves back home it can be beneficial for their finances and their parents'.
  50. Entrepreneurship

    Should You Hire Friends As Employees?

    Here is a look at the pros and cons and the ethical implications of hiring (or not hiring) a friend.
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