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At Smart Financial Planning we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.

Below, Mark is offering his years of experience and knowledge in his easily digestible books. Click on a button below to go to each books Amazon page to read from the hundreds of reviews and to purchase a copy of your own.

Get Me to ZERO:

Use the 2025 I.R.S. Tax Code to Pay as Little as ZERO Income Taxes During Retirement and Have a Better Life

Get Me to ZERO™ describes seven synergistic tax strategies to help you legally get your future assets and cash flow off the IRS’s radar screen and pay as little as ZERO income taxes during retirement.

Social Security Income Planning:

The Baby Boomers’ Guide to Maximize Your Retirement Benefits

This book’s sole purpose is to provide people who are about to retire with all the information that they need to make the best Social Security benefit decisions based on their unique financial circumstances and retirement goals. In this respect, it is an essential planning guide.

Retirement Income Planning:

The Baby-Boomers’ Guide to Maximize Your Income and Make it Last

This book describes how to form a 30-plus-year monthly cash-flow retirement plan based not on speculation, hopes, or dreams but on as much certainty and predictability as possible.

TAX-FREE Millionaire:

How TRIPLE ZERO™ Plans Can Transform Your Future Retirement

Would learning about using Other People’s Money (OPM) to add 50% – 100% more income to your retirement be worthwhile? I haven’t seen another book that teaches this. And it being TAX-FREE retirement income is even better.

I Didn’t Know Annuities Could Do That!:

Worry-Free Strategies to Thrive in Retirement

In my 6th book about retirement income planning —I Didn’t Know Annuities Could Do That!— I wanted to continue educating people on how some annuities, when used properly, can truly transform and improve their retirement in multiple ways.

Long-Term Care:

The Elephant Lurking in Your Retirement

Long-Term Care Is Not a Place or a Condition. It’s a Life-Changing Event. An LTC event will certainly change the lives of all family members in one way or another. And the change will be drastic.

The Retirement Masterclass:

The Essential Strategies Distilled From My Five Best-Selling Books (2026)

This book brings together the most important chapters and strategies from my FIVE best-selling retirement planning books into one clear, easy-to-read roadmap for those approaching or already in retirement.

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