KOSLOW & ASSOCIATES, INC.
JUPITER, FLORIDA

, President at Koslow & Associates, Inc. Mark has extensive experience helping retires, and those planning retirement; protect their assets and invest wisely. His depth of knowledge in this area has made him a popular speaker at many Baby Boomer & Senior Seminars. Topics have included preservation of principle, optimizing your Social Security, not outliving your savings, asset protection, 401K rollovers, stretch IRA's, Annuities, Senior Life Insurance, and Long Term Care. He enjoys finding creative ways to help his clients get the best results to meet their investment and insurance needs. While thoughtful retirement and estate planning has always been important, Mark feels this may be the most critical time in the history of our country. It's his opinion that the same tools are available to all those in his industry. The real key is to master their use. He believes firmly that the most important skill someone in his business can have is attentive listening. Many people have an agenda in mind for a client before they ever hear their individual needs and desires. Mark's not a cookie cutter type of guy. He wants to know about you, your family, and your needs and desires. Because he is independent of any particular company, he is never compelled to place his clients into whatever the company recommends. He can pick and choose the ones best suited for his clients, from the multiple options available. Having dealt with Alzheimer's with his wife's family as well as his own, Mark is very much aware of the emotional, physical, and financial toll it can take. He strongly encourages clients to consider all the ramifications of aging, and the effect on your family and loved ones. He believes many of the challenges can be avoided by advanced planning. Mark and his wife Lisa split their time between their homes in Fancy Gap, Va (8 miles from the North Carolina border), and Palm Beach Gardens, FL. His company, Koslow & Associates, Inc. is licensed and does business in all 3 states (FL, NC & VA). Lisa and he have three Children, two Grandchildren and two Giant Schnauzers.   was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. With the 2017 tax filing date quickly approaching, many taxpayers are looking to take advantage of IRA contributions to lower taxable income prior to filing. However, before making that contribution, you want to be sure that you meet all the eligibility rules. The 2017 income eligibility limits for [...]