Insights | Mariner Wealth Advisors

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“Canary in a Coal Mine”: FedEx Signals Recession Ahead

October 5, 2022

The Bridge of Sighs (picture below) is an enclosed bridge located in Venice, Italy, which was built in 1603....

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September Was Ugly. Will Q4 Bring Positive Returns and a Post-Midterm Election Rally?

October 4, 2022

“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam...

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Could Your Lifetime Social Security Benefit Exceed $1 Million?

October 3, 2022

While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...

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Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

October 2, 2022

As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...

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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 1, 2022

As major companies continue to experience system compromises that result in the theft of personal data, it is more...

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End of Year Tax Checklist

September 29, 2022

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...

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Pension Planning

September 22, 2022

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...

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Tax-Loss Harvesting

September 15, 2022

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...

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Executive Compensation

September 8, 2022

Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this...

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7 Common Estate Planning Mistakes to Avoid

September 6, 2022

Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...

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Inflation Reduction Act: Could It Lower Your Medicare Drug Costs?

September 5, 2022

The Inflation Reduction Act recently signed into law by President Biden includes many provisions designed to cut the cost...

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Tax Planning During Market Corrections

September 3, 2022

Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...

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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

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