Monthly Archives: March 2015

the 3 Buckets of Taxation

Posted on March 30, 2015 by Admin

I’m traveling to another retirement conference tomorrow, and hopefully I’ll learn some great new things to share with you in the weeks to come. But for now I wanted to show you my latest 1 minute retirement planning video about the 3 buckets of taxation. View the brief video here: https://youtu.be/pqJ9rTPn4H4 all the best… Mark  

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Social Security Planning with Minor Children

Posted on March 24, 2015 by Admin

This is a subject that I wrote about in my Social Security Retirement Income Planning book, and it just came up again in a discussion with a potential client this week, so I thought I’d make a blog post that “steals” this chapter from it. If you know someone raising children (their own or otherwise) they should learn about this little-known Social Security filing strategy. This short chapter follows here: “I wasn’t going to include a section in the book … Continue reading

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Help Out Your Federal Worker Friends! A Huge Opportunity.‏

Posted on March 18, 2015 by Admin

Are you a federal employee (or know someone that you care about that is)? If so, you should learn about this special program that’s about to end and/or share it with them. I know this information won’t affect most of you, but if it does it could dramatically cut your retirement taxes and that’s why I wanted to pass this along to everybody. And almost all of us know someone that works for Uncle Sam. Depending on one’s federal lifetime earnings, a person may be able … Continue reading

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Want to Assess Your Tolerance for Stock Market Risk?‏

Posted on March 12, 2015 by Admin

Every year I spend many $1,000’s of dollars on going to financial planning conferences and taking additional training to improve my knowledge and  keeping up to date, as well as for paying $1,000’s for software to add real value for my clients’ financial lives. A few months ago I added new software to benefit my existing clients as well as to potentially help add some new ones to my growing practice. I’ve finally made a 1 minute video to explain how you might benefit. CLICK the link … Continue reading

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Nasdaq hits 5000. Where to next?

Posted on March 2, 2015 by Admin

For only the 3rd time in history, the Nasdaq index hit and closed at 5000. The last time it happened was 15 years ago March 27, 2000). So this famous market index with Intel, Microsoft, BestBuy, Apple, Amazon, Ebay, Yahoo, Priceline, Bed Bath and Beyond, Starbucks, etc. inside of it has taken 15 years to break-even… … or has it? In inflation adjusted points, the Nasdaq would have to be about 7000 to really equal where it was in 2000. In other words, in order to have the … Continue reading

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