Posts

3 Mark Financial Blog

Since Americans are living longer, their savings habits have changed

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Individuals across (read more)all generations are changing their…
3 Mark Financial Blog

Reverse mortgages’ image problem

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A rose by any (read more) other name may smell just as sweet,…
3 Mark Financial Blog

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

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In the wake of U.S. House’s (read more) failure to pass the…
3 Mark Financial Blog

Bury the Hatchet, Divorcees…For the Tax Break

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WSJ Wealth Adviser Briefing: Bury the Hatchet, Divorcees…For…
3 Mark Financial Blog

The Best Tax Preparation Tips For Staying Organized

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April 15 is just (read more)around the corner. Are your tax documents…
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Life settlements and your fiduciary responsibility

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Dictionary.com defines (Read More)a fiduciary as “a person…
3 Mark Financial Blog

Live Long and Don’t Prosper?

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Wealth Adviser Briefing: Live Long and Don’t Prosper? By Brian…
3 Mark Financial Blog

3 key financial lessons I learned from playing golf

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I took up (Read More)golf about five years ago, and I have been…
3 Mark Financial Blog

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

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Retirement isn’t one (Read More) of those things you can plan…
3 Mark Financial Blog

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

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Recorded webinar: AIG