Financial Education & Literacy
Financial literacy is a crucial aspect of creating a sound future, both personally & professionally.
How does financial education and literacy help you?​​
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Avoid costly mistakes that could negatively impact your future.
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Gain the confidence to make informed financial decisions.
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Become intentional about your financial independence.
"Some individuals are never taught how to get a handle on their financial affairs and make everyday financial decisions. That’s why I created this podcast - to equip you with the tools and information you need to succeed."
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To learn more about Mark,
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This podcast offers insight for everyone, from young adults to those entering retirement. Whether you're taking your first steps into money management or an experienced business owner, On the Mark is sure to help you grow and succeed.
Below you'll find our latest episode.
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Newest episode out now!
In this episode, Mark dives into the ins and outs of gift tax, while briefly touching on becoming familiar with AI. Whether you're planning a large gift or just curious about the rules, this episode breaks down what you need to know to stay informed and avoid surprises.
Corporate Social Responsibility
If you are a business owner, have you considered taking a stakeholder approach, versus a shareholder approach, when creating your company's mission, vision, and values? How do you measure the impact your business has upon relevant stakeholders? If you are a consumer, are your buying decisions impacted by the seller's commitment to all parties impacted by their business operations, including the local community & the environment?
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To learn more, click here.
Contact me to find your way
to a healthier & happier
financial future
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260 Knowles Avenue, Suite 334
Southampton, PA, 18966
215-357-2250