Mark P. Cussen, CFP®, CMFC, AFC


  1. Converting An IRA Annuity To A Roth: Know The Rules

  2. Understanding The Insurance Transfer-For-Value Rule

  3. Insurance: Avoiding The Modified Endowment Contract Trap

  4. Using Life Insurance To Make Charitable Donations

  5. Filling In The Medicare Gaps

  6. Living And Death Benefit Riders: How Do They Work?

  7. Student Tax Breaks

  8. Marital Union; Financial Separation

  9. The 4-1-1 on 403(b) Plans

  10. Last-Minute Strategies To Help Pay For College

  11. You CAN Retire Now

  12. Is Your 401(k) Administrator Competent?

  13. 2010: The Year To Convert Your IRA

  14. Reduce Interest With An All-In-One Mortgage

  15. Give Your Taxes Some Credit

  16. Is A Reverse Mortgage Right For You?

  17. Foreclose On High Housing Prices

  18. Financial Funds Provide Diversity ... And Risk

  19. Stable Value Funds: Risk Less And Earn More

  20. When You Can't Pay Uncle Sam

  21. Make No-Load Annuities Your Viable Alternative

  22. IRS Asset Seizures: Could It Happen To You?

  23. Subaccounts: As Good Their Clone Funds?

  24. You CAN Retire In A Recession

  25. Top 6 Ways To Recession-Proof Your Job

  26. Write Covered Calls To Increase Your IRA Income

  27. Helping Your Clients Face The Financial Reality Of Retirement

  28. Healthcare Funds: Give Your Portfolio A Booster Shot

  29. Life After Bankruptcy

  30. Tax Court: Your Last Resort

  31. Voluntary 401(k) Contributions: A Thing Of The Past?

  32. Tired Of Banks? Try A Credit Union

  33. Designating A Minor As An IRA Beneficiary

  34. How To Appeal Your IRS Audit

  35. Mine For Profits With Natural Resource Sector Funds

  36. Letter Of Instruction - Don't Leave Life Without It

  37. Trending Toward Asset-Based Management

  38. College Cost Reduction Act Helps Students Meet Payments

  39. Get A Step Up With Credit Shelter Trusts

  40. Financial Planners: Practice What You Preach

  41. Are You Buying Annuities Or Mutual Funds?

  42. State Laws Dictate Division Of Joint Property

  43. Tax-Free Accounts Make Saving A Snap For Canadians

  44. Money Can't Buy Retirement Bliss

  45. Are Return-Of-Premium Riders Worth It?

  46. Older Parents Face New Financial Challenges

  47. Should You Put Your Faith In A Trust?

  48. Journey Through The 6 Stages Of Retirement

  49. When Retirees' Beliefs Hit Financial Reality

  50. Roth Feature Boosts Benefits For 401(k) And 403(b) Plans

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