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Tag Archive for: Financial Planning

Posts

3 Mark Financial Blog

Since Americans are living longer, their savings habits have changed

April 15, 2017
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Individuals across (read more)all generations are changing their…
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 Propper2017-04-15 10:27:382017-04-15 10:27:38Since Americans are living longer, their savings habits have changed
3 Mark Financial Blog

Reverse mortgages’ image problem

April 5, 2017
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A rose by any (read more) other name may smell just as sweet,…
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 Propper2017-04-05 11:10:402017-04-05 11:10:40Reverse mortgages’ image problem
3 Mark Financial Blog

Now in the GOP’s crosshairs on Capitol Hill: the estate tax

March 27, 2017
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In the wake of U.S. House’s (read more) failure to pass the…
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 Propper2017-03-27 09:55:352017-03-27 09:55:35Now in the GOP’s crosshairs on Capitol Hill: the estate tax
3 Mark Financial Blog

Bury the Hatchet, Divorcees…For the Tax Break

March 27, 2017
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WSJ Wealth Adviser Briefing: Bury the Hatchet, Divorcees…For…
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 Propper2017-03-27 07:32:352017-03-27 07:32:35Bury the Hatchet, Divorcees…For the Tax Break
3 Mark Financial Blog

The Best Tax Preparation Tips For Staying Organized

March 25, 2017
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April 15 is just (read more)around the corner. Are your tax documents…
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 Propper2017-03-25 10:05:442017-03-25 10:05:44The Best Tax Preparation Tips For Staying Organized
3 Mark Financial Blog

Life settlements and your fiduciary responsibility

February 27, 2017
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Dictionary.com defines (Read More)a fiduciary as “a person…
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 Propper2017-02-27 10:16:412017-02-27 10:16:41Life settlements and your fiduciary responsibility
3 Mark Financial Blog

Live Long and Don’t Prosper?

February 23, 2017
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Wealth Adviser Briefing: Live Long and Don’t Prosper? By Brian…
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 Propper2017-02-23 10:44:432017-02-23 10:44:43Live Long and Don’t Prosper?
3 Mark Financial Blog

3 key financial lessons I learned from playing golf

January 31, 2017
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I took up (Read More)golf about five years ago, and I have been…
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 Propper2017-01-31 09:16:012017-01-31 09:16:013 key financial lessons I learned from playing golf
3 Mark Financial Blog

Three Stages of Retirement: A How to Guide to Plan for Them

January 28, 2017
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Retirement isn’t one (Read More) of those things you can plan…
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 Propper2017-01-28 09:08:042017-01-28 09:08:04Three Stages of Retirement: A How to Guide to Plan for Them
3 Mark Financial Blog

January 25, 2017, Secure GUL 3 & The 10-10-10 Plan

January 26, 2017
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Recorded webinar: AIG        
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 Propper2017-01-26 07:17:062017-01-26 07:17:06January 25, 2017, Secure GUL 3 & The 10-10-10 Plan
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