My 4th Book – “Retirement Income Planning” is now available

My newest book, “Retirement Income Planning: The Baby Boomers Guide to Maximize Your Income and Make it Last” has been published and is now available for sale on Amazon.com Order  the PAPERBACK from Amazon here (SAVE 30% for the next 3 days @ only $6.97): www.MarksNewBook.com Order the KINDLE version here: KINDLE version You can watch the 60 second book trailer video below: all the best… Mark Here is Amazon’s book description:  Mark Orr has been a practicing Certified Financial Planner since July 2000. … Continue reading

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Bonds are DEAD money!‏

After you watch my video, please take a moment to read the background of its making right below. I just spent the past 3 days traveling to and attending an investment conference in Denver focused on “Alternative Investments”. There were some 300+ participants who ranged from wirehouse stockbrokers, independent Registered Investment Advisors, portfolio managers, hedge fund and private placement managers, etc. Alternative investments have a very broad definition, but most agree that they are “intended to protect capital in most … Continue reading

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2018 Medicare Premium Announcement

I just found out that the Centers for Medicare & Medicaid Services has announced what’s in store for 2018 Medicare Part B premiums. The base premium stays the same as this year (2017) at $134 a month for many people. However there are some big changes for the 70% of current Social Security recipients who have been paying a  much lower amount of $109 a month. These folks will see a big jump to the $134 a month level. These folks will likely not see much or … Continue reading

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What’s Your Number?

On a scale of 1 to 10, what’s your number that represents how confident you are in your retirement income plan? Every week I get calls from people from across the country who have read one or more of my books, or visit with folks in my office who’ve come to one of my retirement classes at a local college or joined me for an all-day workshop. And they all have one thing in common. They all want their number … Continue reading

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Medicare SHOPPING Season is Here

Every year during open enrollment (that runs between Oct 15 – Dec 7th this year) Medicare recipients can choose to change their current plan to another plan, add Part C (all-inclusive Medicare Advantage plan) or D (prescription drug plan). Last year I wrote about the importance of comparing your Medicare supplement plans each and every year (in order to try and save money or get benefits that are more aligned with any changes in your health).  You can read my previous … Continue reading

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Social Security 2018 COLA Announcement

The Social Security Administration has just announced a 2% COLA (Cost of Living Adjustment) beginning in January 2018 for those receiving SS checks. This is the largest increase since 2012 (only 0.3% for 2017 and none for 2016). The “average” SS check amount will rise about $27 per month and of course larger checks will be increased even more. However, what remains to be seen is how big the Medicare Part B premium increase will be for 2018. Any premium increase will partially or … Continue reading

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Average LTC Care costs for 440 USA cities

For fourteen consecutive years, Genworth Insurance Company has surveyed the cost of long term care across the United States. Conducted by CareScout®, the study is one of the most comprehensive surveys of its kind, covering 440 regions and over 15,000 completed surveys. CLICK BELOW to get to the survey. Use the drop down menu on the left to choose your state and then select the city (next drop down box). You may know that I started my financial services career as an LTC … Continue reading

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