3 Mark Financial Blog

Longevity may alter financial planning

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Longevity is a hot topic among financial services firms. Based…
3 Mark Financial Blog

Are you posting the right things on social media?

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Are you posting the right things on social media?
3 Mark Financial Blog

Prospecting: 4 Strategies to Take You to Another Level

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Prospecting: 4 Strategies to Take You to Another Level
3 Mark Financial Blog

Choosing a Budgeting System That’s Right for You – The Simple Dollar

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Over the last several years, I've had the opportunity to try…
3 Mark Financial Blog

You can learn from these celebrity estate-planning blunders

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Celebrities, they're just like us. At least, they are when it…
3 Mark Financial Blog

Alleviate Some of Your Clients’ Fears With Life Insurance

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Alleviate Some of Your Clients' Fears With Life Insurance
3 Mark Financial Blog

A fiduciary-rule lawsuit fails

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A fiduciary-rule lawsuit fails. A federal judge rejected a request…
3 Mark Financial Blog

Incorporating behavioral finance into Social Security strategies

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It turns out that the principles of behavioral finance are not…