Mark P McCormack, CFP, CLU

09/02/2026

Long-term care costs can vary widely depending on the type of care, where it is provided, and how long support is needed.

This calculator can help you estimate potential future care costs and think through possible coverage gaps.

Run the numbers to get a clearer starting point for long-term care planning: https://archstonefinancial.net/resource-center/insurance/long-term-care-needs-1?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

09/01/2026

Happy work anniversary to Mark, our Financial Planner and Partner! We’re grateful for your leadership and dedication.

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/31/2026

A financial legacy is not only about the wealth that gets passed down. It is also about passing down knowledge, values, and behaviors.

Education, communication, family structure, and shared values can all help prepare heirs for future responsibility.

This helpful article explores ways to bring education, structure, and stewardship into your plans for a financially informed legacy. Read it here: https://archstonefinancial.net/resource-center/lifestyle/how-families-can-build-a-financially-informed-legacy?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

08/28/2026

Deciding when to take Social Security is not just about choosing the earliest possible date or the highest benefit amount.

Your income needs, health, spouse or survivor considerations, work plans, taxes, and retirement timeline can all shape the decision.

This article explores key factors to evaluate before you claim: https://archstonefinancial.net/resource-center/retirement/deciding-when-to-take-social-security?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

08/28/2026

Second Beach in Newport brought the waves, and our Archstone tumbler showed up for the fun. Summer adventures continue.

08/27/2026

A living will can bring much-needed clarity to some of the toughest moments you and your family may face in your retirement years.
It can help your care team and loved ones understand your wishes, reduce uncertainty, and keep decisions aligned with your values when you can’t speak for yourself.

So what should a strong, effective living will include?

Read the full blog for details: https://www.archstonefinancial.net/blog/living-wills-in-retirement-advantages-drawbacks-and-practical-next-steps?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

08/26/2026

A portion of each paycheck goes toward Social Security, but many people do not know how that number is calculated.

Your salary and employment status can affect your payroll tax estimate.

Use the calculator to estimate your 2026 Social Security payroll tax: https://archstonefinancial.net/resource-center/tax/social-security-tax-estimator?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

08/26/2026

Archstone Adventures brought us to Cape Cod last week for our annual clambake. Celebrating our team, our families, and the traditions that make Archstone special.