Mark Singer Email & Phone Number

One of the big questions people face is how to maximize their Social Security benefits. Given that there are 567 different strategies, This channel will show you how to choose the right benefit for you and how to coordinate it with your retirement income planning.

As a Retirement Guide, Mark works closely with his clients throughout all stages of retirement planning. One of the unique aspects of his relationship with his clients is his comprehensive approach to the planning. To address the needs of his clients, Mark has created the Retirement Roadmap and the Financial Organizer System, both of which contribute to a solution to one of their greatest concerns – properly coordinating their financial affairs. These systems have become a primary resource for the families who work with Mark’s firm.

Many baby boomers are concerned that they may not be able to retire in the manner they had envisioned 10 years ago. But what if these concerns are unfounded? What if they don’t have all of the facts and are letting their emotions guide them? What if they could retire, and just don’t have the tools to understand this properly? Your Retirement Journey is designed to offer up some guidance for those serious about doing the work necessary to find out if they are truly on track for a successful retirement.

Mark is a leader in financial education helping people pursue their respective goals. The partnership with SOFA aligns with his mission of improving financial awareness on the north shore. SOFA is a national non-profit benefits organization that for 25 years has brought financial wellness to corporations and civic organizations large and small one organization or community at a time. Mark cultivates and designs the course material that he then personally teaches the classes. Each organization receives a customized program. To finazlie the process of Chapter President, Mark then personally reports back to the organization with results.

One of the biggest complaints about modern day corporate wellness programs is the lack of unity. By approaching wellness as a group rather than a bunch of individuals, we can fill the gaps within wellness initiatives and increase effectiveness through a more coordinated effort.We welcome participation from vendors and HR executives because both can contribute to and learn from this unique forum. Without interaction within the corporate wellness community, we have nothing more than an incomplete puzzle.