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Tag Archive for: Financial Planning

Posts

3 Mark Financial Blog

In estate planning limbo: Ownership of the New Orleans Saints

March 11, 2015
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0 Comments
Tom Benson was the kind of man who seemed to have his whole life…
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 08:34:522015-03-11 08:34:52In estate planning limbo: Ownership of the New Orleans Saints
3 Mark Financial Blog

What you need to know about how Social Security is taxed

February 23, 2015
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1 Comment
Very little in the U.S. tax code draws the ire of taxpayers and…
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 Propper2015-02-23 08:19:372015-02-23 08:19:37What you need to know about how Social Security is taxed
3 Mark Financial Blog

6 top tax changes for 2015

January 6, 2015
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The real changes to the tax code for 2015 are mostly incremental…
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 Propper2015-01-06 13:37:482015-01-06 13:37:486 top tax changes for 2015
3 Mark Financial Blog

The actuaries: Longer client life spans require big shift from advisors

January 5, 2015
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Advisors who write financial plans for clients, and those who…
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 Propper2015-01-05 11:37:432015-01-05 11:37:43The actuaries: Longer client life spans require big shift from advisors
3 Mark Financial Blog

NAILBA 33: 5 funding options for LTCI

November 24, 2014
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At NAILBA 33, I had the chance to hear Andrew Bucklee discuss…
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 Propper2014-11-24 14:06:082014-11-24 14:06:08NAILBA 33: 5 funding options for LTCI
3 Mark Financial Blog

IRS Commissioner Predicts Miserable 2015 Tax Filing Season

November 5, 2014
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0 Comments
Internal Revenue Service Commissioner John Koskinen warned that…
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 Propper2014-11-05 10:42:142014-11-05 10:42:14IRS Commissioner Predicts Miserable 2015 Tax Filing Season
3 Mark Financial Blog

What you need to know about wills, pt. I: The checklist

November 4, 2014
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0 Comments
Estate planning may only be one part of the financial planning…
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 Propper2014-11-04 10:37:002014-11-04 10:37:00What you need to know about wills, pt. I: The checklist
3 Mark Financial Blog

Nearly 64 Million Americans Will See Social Security Benefits Rise by 1.7 Percent in 2015

October 23, 2014
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0 Comments
WASHINGTON, D.C. - Today, the U.S. Social Security Administration…
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 Propper2014-10-23 15:20:232014-10-23 15:20:23Nearly 64 Million Americans Will See Social Security Benefits Rise by 1.7 Percent in 2015
3 Mark Financial Blog

US to run out of foreign investor visas due to Chinese demand

October 21, 2014
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0 Comments
Thanks to surging demand among China’s wealthy, the U.S. is…
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 Propper2014-10-21 15:25:222014-10-21 15:25:22US to run out of foreign investor visas due to Chinese demand
3 Mark Financial Blog

Voya Born to Save

October 20, 2014
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1 Comment
Did you, or someone you know, welcome a new arrival on October…
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 Propper2014-10-20 14:08:002014-10-20 14:08:00Voya Born to Save
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