Connect with us

News

Mark MacDonald, President of Advanced Wealth Preservation, Interviewed About Social Security Claiming Options

Published

on

Advanced Wealth Preservation and its network of financial, legal, accounting, and business planning specialists serve successful individuals and business owners across the country. They specialize in helping individuals, families, and business owners with Retirement Income and Estate Planning, Long-Term Care, Long-Term Disability, Tax-free Savings, Free College Money, Risk Managed Investments, Employee Benefits, Business, and Personal Insurance and Business Succession Plans. Their network of financial, legal, accounting, and tax specialists develop custom strategies based on individual goals and needs.

The interview on the Business Innovators Radio Network can be heard here:
https://businessinnovatorsradio.com/interview-with-mark-macdonald-president-of-advanced-wealth-preservation-discussing-social-security-claiming-strategies/

During the interview, Mark discusses how Advanced Wealth Preservation takes a different approach than many financial planning and asset management organizations to maximize retirement planning options for their clients. Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits.

Mark explained that “We help successful people mitigate life’s major risks including market risk, savings withdrawal risk, inflation risk, health-care risk, loss of income risk, and probate risk. We often work side by side with a client’s CPA to achieve desired results. Most importantly, our wealth preservation strategies help people keep more of their hard-earned money for themselves and their families. Our custom-developed strategies are the foundation for people’s retirement income, health care, asset protection. college planning and legacy needs.”

 

About Mark MacDonald

Mark MacDonald is a leading Financial Educator and Retirement Advisor. He is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction, and Legacy Estate Plans for themselves and their loved ones. Mark also educates people on planning and protecting their retirement years from the four significant wealth destroyers: Market Crashes, Inflation, Taxes, and Catastrophic Health.

Most important, Mark is an independent financial advisor that enables him to put his clients first in the planning process and offer a wide range of financial products and services from leading global and national financial service companies.

Mark is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor, and Certified College Planning Specialist. He is a former U.S. publishing executive at leading financial news companies, including US News and World Report, Individual Investor, and Ticker Magazine.

Mark helps married, single, divorced, and widowed individuals develop personal Retirement Plans that…

  • Maximize Social Security Income
    •Optimize Corporate, Federal and State Pensions
    •Create Guaranteed Lifetime Income
    •Protect and Grow Retirement Savings
    •Calculate and Optimize Required Minimum Distributions (RMD’s)
    •Reduce Taxes in Retirement
    •Implement Medicare, Medicare Supplement and Long-Term Care Retirement Health Coverage
    •Develop Gifting and Legacy Plans for Loved-Ones and Charities
    •Reduce College Costs

  Mark’s 6-Step ARPP- Advanced Retirement Planning Process helps Professionals, Business Owners, and Corporate, Federal, State, and Union Executives and Employees across the country with their Retirement Income, Healthcare, Tax Reduction, and Estate Planning needs.

Mark has been married to his wife Leigh for 38 years and are proud parents of two daughters and two grandchildren. Mark is a member of the BBB, National Ethics Association, International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Financial Educators, National Social Security Association, and National Institute of Certified College Planners.

Get Answers to Social Security Questions…and/or…a Free 12-Page Custom Social Security Maximization Report:

Call Mark at 908-397-9902 | Email Mark at: [email protected]

Go to:  www.YourSocialSecurityAnswers.com

Go to: www.AdvancedWealthPreservationInc.com

Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 720-232-3112
Country: United States
Website: https://www.AuthorityPositioningCoach.com

This post was originally published on this site

Continue Reading

News

Premier Travel Founder Anne Kulhanek Reveals How To Plan A Bucket List Vacation On Influencers Radio

Published

on

On a recent episode of Influencers Radio with Jack Mize, Anne Kulhanek, founder of Premier Travel, talks about how she is helping travelers, especially those 50 and over, plan once-in-a-lifetime bucket list vacations.

Since the COVID-19 travel shutdowns, would-be vacationers have been cooped up for a long time. Now that much of the world is opening up, they are ready to get out and about.

While planning a vacation was a DIY exercise for many before the shutdowns, things have certainly changed. More and more discerning travelers aren’t willing to jeopardize their vacation experience trying to navigate travel restrictions and COVID protocols on their own. Instead, they are turning to pros like Anne Kulhanek.

Specializing in once-in-a-lifetime bucket list vacations, Anne’s team at Premier Travel amplifies traveler’s vacation dreams beyond what they thought was possible. Her vacations are never cookie cutter and always customized.

During the interview, Anne explained that what makes a trip ‘once in a lifetime’ is defined by her clients, saying, “Luxury for everyone is so different. The word luxury is commonly used in travel, and it’s funny because every travel supplier considers themselves to be luxury. But it really is defined by you. For you, luxury might be a first-class airline ticket to Europe, and staying in a penthouse suite at a certain hotel. For somebody else, luxury might be traveling to Ireland just being among the locals, staying at an authentic hotel, and meeting the owner of a little pub. So luxury really is, in my opinion, about doing what you want to do in the way that you want to do it. Whether it’s off the beaten path or an iconic place that’s very popular, it is about you, what you want out of this trip, and what’s customized just for you.”

With over two decades of travel agency experience, Anne’s strong relationships with quality travel providers, along with her network of local partners and guides, ensures her clients have the trip of a lifetime. As independent agents, Anne’s team at Premier Travel works on behalf of their clients, shopping and selecting travel providers who will deliver exactly what they need and at the best price.

To listen to the full interview, visit https://InfluencersRadio.com/anne-kulhanek

To learn more about Anne Kulhanek and Premier Travel, visit https://PremierTravels.com

This post was originally published on this site

Continue Reading

News

Toastmaster’s International Corporate Award given to Christian Care Ministry

Published

on

Christian Care Ministry/ Medi-Share’s Acts2Speak Toastmaster’s club was awarded the Toastmaster’s International Corporate Award for enhancing employee engagement.  Toastmasters International is a worldwide nonprofit educational organization that empowers individuals to become more effective communicators and leaders. Christian Care Ministry/ Medi-Share offers Toastmasters as a benefit of employment and as a way to promote professional development. District 84 is made up of over 100 clubs. Only two were given this distinction.

“I have always felt that good communication is what differentiates those who advance within their organizations or their profession vs. those who don’t,” said Scott Reddig, Christian Care Ministry CEO. “You can be great at your job, but if you can’t explain to others what you do or what you are proposing, it limits your effectiveness. I encourage all our employees to take advantage of Toastmasters. It undoubtedly can help your career.”

 “When I was elected club president in the middle of a pandemic, I knew it would be challenging as our employees were all working remotely at the time. But being surrounded by a team of strong club officers and with the continued support from the leaders in our organization, we have been able to not just sustain our club, but thrive by adding new members,” says Rebecca Barrack, Acts2Speak Club President and Asst. Manager of Communications at Christian Care Ministry.

Headquartered in Englewood, Colo., Toastmaster’s International membership exceeds 357,000 in more than 16,600 clubs in 143 countries. Since 1924, Toastmasters International has helped people from diverse backgrounds become more confident speakers, communicators, and leaders.

“It’s an honor and a privilege to present the Toastmasters Corporate Club Recognition Award to Christian Care Ministry. Having a Toastmasters Club onsite shows how much the company values their employee’s Leadership and the development of their Communication Skills. The club has demonstrated exemplary service to their members in meeting the goals of Toastmasters,” states District 84 Director Pim Parpart, DTMTo learn more about Toastmaster’s International go to https://www.toastmasters.org/

 To learn more about Medi-Share go to https://www.medishare.com

About Christian Care Ministry/ Medi-Share: Christian Care Ministry (CCM), a not-for-profit 501(c)(3) corporation, based in Melbourne, FL, operates the Medi-Share program,  a Christian health care sharing program that provides an affordable alternative to health insurance for faith-based consumers. Founded in 1993, Medi-Share currently serves over 400,000 members across America.

 

This post was originally published on this site

Continue Reading

News

Sarah Pulido signs a book deal with Launching Leaders Publishing Group

Published

on

Influencer and former Social Media Strategist turned international business owner Sarah Pulido, recently signed an agreement with Launching Leaders Publishing Group to release a book which highlights 5 principles to inner and outer success for women in business. 

Pulido states, “I’m excited to share my message around women’s empowerment with aspiring and current women entrepreneurs. I want to reinforce the message that you can rise above any current or former circumstance and achieve whatever you put your mind and heart to. The book ‘Mindset for Success‘ shares my 5 key principles for overcoming challenges and thriving in life and business.”

According to the National Association of Women Business Owners, more than 11.6 million firms are owned by women, employing nearly 9 million people, and generating $1.7 trillion in sales as of 2017.

Sadly, around 20% of small businesses, in general, fail in the first year, and 50% do not survive beyond five years.

This book was written to help women entrepreneurs apply Pulido’s top 5 business success principles and beat the odds.

Launching Leaders Publishing Group specializes in publishing personal development and business books meant for entrepreneurs, small business owners, and professionals.

Pulido’s book will be available for purchase on Amazon.com beginning in July 2021.

For more information or to connect with Sarah Pulido, please reach out to her at [email protected]

This post was originally published on this site

Continue Reading

Trending

SmallBiz Newsletter

Join our newsletter for the latest information, news and products that are vital to running a successful SmallBiz.