I’ve taken this “slide” from my new workshop based on my newest book (I hope to record it and put it on the website someday soon). I hope that you find it very educational. You probably know that over the long haul, the stock market has experienced average double digits gains, but most of us don’t retire for 60-100 years. Most of us are only retired for about 30 years. Going back over 117 years you see what are called secular bull … Continue reading

Jim Harbaugh, former coach of the San Francisco 49ers, and just entering his second year as head coach of the University of Michigan football team has struck a deal with the university to borrow money from them… to buy life insurance. Without interrupting his $5 million annual salary contract, the university is now going to loan him $5 million this year and $2 million a year that he remains the head coach there in order to buy life insurance. Ed Slott … Continue reading

Do you have too much “Lazy Money”? Watch my one minute video and read a short section of my newest book and see what you think. You can get your own copy on Amazon: www.MarksNewBook.com Here’s a short section of my book for a little more information about “lazy money”: What is lazy money? It’s money that is not earning its keep. Money that is actually losing purchasing power and that must work harder for you over the long term. The types of … Continue reading

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 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. He has been building easy-to-understand, written retirement income plans for clients across the USA. It is … Continue reading

A reader of one or more of my books contacted me recently to see if I could do better than an agent in his home state with regards to getting a new permanent life insurance policy to leave a bigger legacy to his sons. I should note here that the same “shopping” process is one that I would employ for a person that ALREADY has an “old” life insurance policy and wants to find out if there might be a … Continue reading