by Mark Milbrod | Jul 17, 2024 | Marks Barks Blog
“HAVE A HAPPYDEPENDENTSDAY”! by: Mark D. Milbrod, CLU, CLTC No, that’s not a typo. That’s what I meant. Independence Day is upon us, but with all the freedoms that we celebrate, it is fitting to talk about the freedoms that we can provide for our families, our heirs,...
by Mark Milbrod | Jun 28, 2024 | Marks Barks Blog
By: Mark D. Milbrod, CLU, CLTCVice President, ASG Very often, annuities get some bad press. One firm in particular even went as far to proclaim that they “HATE” annuities. That’s unfortunate because they really don’t tell the entire story. June is Annuity...
by Mark Milbrod | May 14, 2024 | Marks Barks Blog
By: Mark Milbrod, CLU, CLTC, Vice President, ASG When I think of the clients that we serve, this quote from Vince Lombardi comes to mind and is so powerful. The journey to the top of the mountain for someone’s financial security is not easy. It takes a lot of hard...
by Mark Milbrod | Apr 12, 2024 | Marks Barks Blog
By: Mark Milbrod, CLU, CLTC, Vice President, ASG As we approach this year’s tax deadline (everyone’s favorite day), our clients have been preparing their tax documents and will be filing their 2023 Tax Returns. And as American as apple pie, our favorite Uncle has his...
by Mark Milbrod | Mar 10, 2024 | Marks Barks Blog
It’s March and with it comes hints of Spring and for a lot of us who are into sports, it brings The March Madness College Basketball Tournament. Year after year, “March Madness” captivates basketball fans with it’s intense matchups and unpredictable outcomes. In...
