I’m asked quite often, “Hey Mark, when should I seek advice from a financial professional?”And I always have the same answer. As early on in your career as possible. Do it now.

Today I wanted to cover the three most important questions that you can ask yourself before you do just about anything. Seems crazy, right? I’ll jump right in.

Over the last few months, one of the biggest issues impacting financial considerations has been the record level of inflation in the United States. Because of this, many people are asking the question, “How does inflation affect retirement planning?”

Today I’m going to talk a little bit about the benefits or the value in setting and sticking to a routine. Now, right off the bat, I know that this isn’t for everyone.

I joined Bill Cates of the Top Advisor podcast to discuss the top challenges facing financial professionals today and best practices to get their business firing on all cylinders.

Annuities are one of the most underutilized elements of retirement strategies. For many people, their first question when they hear the word annuity is “How do annuities work?” or, even more basically, “What is an annuity?” So, let’s cover some annuity basics first.

Financial security in retirement is important, but it often takes a backseat to financial concerns that feel more pressing. As a CEO, I believe employers have a role in helping employees be more financially savvy through educational offerings and by offering 401(k) plans with a matching contribution.

Do you have a defined decision-making process? In this video, I lay out a simple yet effective way to go through any decision.

Through my years of experience in the field, I’ve picked up a few tips to help you achieve financial success. Click here to watch.

I shared some of my top tips for managing your personal finances with the US Sun — here’s the most important one that a lot of people ignore. Make a list, create a budget, and look at all of your expenditures. If you don’t know what your money is doing, it’s going to be hard to get (or stay) on track.

Not everyone knows how to start saving for their retirement. It’s a big, possibly far-off goal, and you might need some motivation to start working toward it. If that’s your situation, here’s some information that might help you out.

In today’s video, I thought I’d talk a little bit about the importance of setting goals. Not what types of goals, and not stretch goals, but just the importance of setting them.