St. Marys Agency of MetLife
St. Marys Agency of MetLife

Mark S. Wagner
Financial Planner
Financial Services Representative
Registered Representative


My Personal Value Statement



My clients do business with me because I'm trustworthy, truthful, and I truly care about my clients. What this means is I always do what I say,  and because of that, they trust me to help them make difficult financial decisions they need to make. The benefit is they have an appreciation of me and the work that I do, they have clarity in our purpose, and they have a sense of security knowing that we will work together to protect their lifestyle, wealth, and possessions.



 



Thank you for visiting-



Mark



 


I am licensed and registered to offer products and services in [FL, OH, PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L0511179931[exp1212][All States][DC]

Retirement Income Selector

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Strength and Stability

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Life Expectancy Calculator

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Calculators

IRA Eligibility

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Risk Tolerance

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Newsletters

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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