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Our Blog2026-01-09T19:51:37+00:00

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Two New Widows Within 48 Hours

Two of our neighbors passed on a couple of weeks ago. Both husbands died within two days of each other. They literally lived across the street and next door. We didn’t know them very well except to wave and smile at each other from our driveways. Both gentlemen were in their 60s, and as far as we know, at least one [...]

March 13th, 2024|Financial Planning, Marks Blog, Retirement Planning|

Find Out HERE

Will you outlive your money? Read this blog post and then CLICK BELOW to find out in nine easy steps with this FREE assessment fueled by my software. Famous football coach Lou Holtz once said, “Pressure is what you feel when you are not prepared.” Retirement Income Planning (also the title of one of my books) is about preparation… not procrastination. [...]

January 21st, 2023|Marks Blog, Retirement Income, Retirement Planning|

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