Please be advised that Mark Abas presently holds Series 6, 63, 65, 7,24 & 51 securities licenses and provides investment advise in the following states: AL, AZ, CA, FL, GA, IA, IL, KS, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TX, WA, & WI. For residents of other states, proper license registration must be obtained by Mr. Abas before proceeding further.
Helpful Content
Variable Universal Life Insurance
This is permanent insurance in which the policyholder directs how premiums are invested.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Best Performing Asset Classes
The asset class that has the highest return one year may not perform as well the following year.
Immediate vs. Deferred Annuities
For retirement-minded investors, it's critical to understand the difference between immediate and deferred annuities.
A Look at Diversification
Diversification is an investment principle designed to manage risk but it can't prevent against a loss.
Rebalancing Your Portfolio
Over time, different investments' performance can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Income Taxes Work
Adjustments. Deductions. Exemptions. A quick look at how federal income taxes work.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of a hypothetical taxable investment and a tax-deferred investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a Traditional or Roth IRA.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Capital Gains Tax Estimator
Estimates the potential taxes due on capital gains on your transactions.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, and estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The U.S. Credit Downgrade
On Friday, August 5, 2011, S&P lowered its credit rating for the U.S. This may help put the downgrade in perspective.
The Power of Tax-Deferred Growth
Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.