On The Mark
Mark Pappa is the CIO and IAR of Financial Resources Group, LLC, a fiduciary. I help retirees and wealthy individuals find ways to untax their retirement income and lessen their chance of running out of money. As the Chief Investment Officer, I manage and design allocation strategies that avoid unnecessary taxes and fees. These strategies have been on the books for decades but aren’t always utilized. Mark is one of 150 advisors trained to conduct The Full Checklist Review to help people discover benefits they are owed and may not be aware of. A “True Advisor” also covers the non-financial aspects of your financial plan such as reviewing your home owners policy every year, making sure your durable power of attorney is up to date, and much more. Financial Planning and Investment Advisory Services are offered through Financial Resources Group LLC, a registered investment advisor.
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Episodes
Saturday Feb 15, 2025
Saturday Feb 15, 2025
In case you missed it, catch the insightful discussion on the importance of having an identity theft plan, Umbrella Liability Insurance, and the necessity of the Property Casualty review kit. Airing on WDRC Talk of Connecticut with Gary Byron, this episode sheds light on crucial aspects every pre and existing retiree should have covered.
Sunday Feb 09, 2025
Sunday Feb 09, 2025
In Episode 3, Mark talks with Gary Byron on the importance of having a Quality of Life directive for their medical power of attorney so they can make an informed decision. He also provides tips on how to prevent identity theft.
Monday Feb 03, 2025
Monday Feb 03, 2025
In his second episode, Mark discusses the importance of updating your will or trust, how your durable power of attorney does not work with social security, and much more.
Monday Feb 03, 2025
Monday Feb 03, 2025
In this first Episode, Mark introduces the 7 essential documents every retiree should have with Talk Of Connecticut host Gary Byron. www.frplan.com/stressfreeretirement