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Tag Archive for: Financial Planning

Posts

3 Mark Financial Blog

Delaying RMDs for a Business-Owning Client

May 20, 2015
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The man was a small-business owner, who despite being in his…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-20 08:02:182015-05-20 08:02:18Delaying RMDs for a Business-Owning Client
3 Mark Financial Blog

Fewer Retirees Start Social Security at Age 62

May 20, 2015
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If you plan to delay claiming Social Security benefits beyond…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-20 07:47:502015-05-20 07:47:50Fewer Retirees Start Social Security at Age 62
3 Mark Financial Blog

Planning opportunities on a client’s 1040: deductions

May 16, 2015
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In the first post in this three-part Under the Hood series,…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-16 11:17:002015-05-16 11:17:00Planning opportunities on a client’s 1040: deductions
3 Mark Financial Blog

How to review IRS Form 1040, line by line

May 15, 2015
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Considering the tax increases we’ve witnessed during the past…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-15 11:15:232015-05-15 11:15:23How to review IRS Form 1040, line by line
3 Mark Financial Blog

What Business Owners Need From Advisors

April 30, 2015
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LAS VEGAS -- Investing more time in client discovery, especially…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-04-30 08:53:112015-04-30 08:53:11What Business Owners Need From Advisors
3 Mark Financial Blog

Getting paid to wait: The Social Security secret your clients need to know

April 29, 2015
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Social Security has never been more important to retirement success.…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-04-29 13:14:442015-04-29 13:14:44Getting paid to wait: The Social Security secret your clients need to know
3 Mark Financial Blog

Social Security expertise in short supply

April 22, 2015
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Retirement advisors regularly take continuing education courses…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-04-22 13:38:272015-04-22 13:38:27Social Security expertise in short supply
3 Mark Financial Blog

Brokers handling IRAs face tougher rules under Obama-backed plan

April 15, 2015
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(Bloomberg) -- Brokers and insurance agents providing retirement-savings…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-04-15 13:31:042015-04-15 13:31:04Brokers handling IRAs face tougher rules under Obama-backed plan
3 Mark Financial Blog

Do you know these Social Security facts?

March 31, 2015
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If you’re an advisor selling to the boomer and senior markets,…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-03-31 15:09:142015-03-31 15:09:14Do you know these Social Security facts?
3 Mark Financial Blog

Social Security’s negative returns

March 11, 2015
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Lifetime payroll tax contributions will exceed the amount of…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-03-11 10:04:532015-03-11 10:04:53Social Security’s negative returns
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