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Insights

From experience to impact: A leader’s journey

From experience to impact: A leader’s journey
December 11, 2025
Leadership isn’t defined by a job title—it’s shaped by the experiences, values and people who influence our path. In...
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2026 Tax Facts At-A-Glance
December 9, 2025
Sources: irs.gov; ssa.gov This material is provided for informational and educational purposes only....
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The November market pause just might set the table for a profitable 2026
December 8, 2025
Read time: 6 minutes The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8%...
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2%+ growth in 2026
December 8, 2025
Read time: 9 minutes “ We’ve thrown absolutely everything at it, including a government shutdown, and yet it...
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A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
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What new catch-up rules mean for your retirement savings
December 7, 2025
Read time: 5 minutes When it comes to retirement savings, even small rule changes can open meaningful opportunities...
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2026 retirement plan limits
November 19, 2025
Each year, the Internal Revenue Service updates contribution limits for retirement savings plans and pension plans. These limits apply...
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Navigating the AI narrative: Staying grounded in the data
November 17, 2025
Read time: 11 minutes Artificial Intelligence (AI) may indeed contain elements of circular financing, but it’s also driving...
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Growing forward—insights on leadership and life

Growing forward—insights on leadership and life
November 13, 2025
In this inspiring conversation, host Whitney Reagan talks with Mariner’s Chief Operating Officer, Cheryl Bicknell, JD, LL.M , exploring...
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Straws in the wind: Framing 2026 outlook
November 7, 2025
Read time: 9 minutes We’re coming up on that time of year when we start looking ahead—thinking more...
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Trick or treat: A mixed bag
November 7, 2025
Read time: 7 minutes October could best be described as a mixed bag: some good, some bad, but...
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Retirement flexibility: Planning while your career is still growing
November 7, 2025
Read time: 6 minutes When you’re early in your career, planning for retirement can feel like aiming at...
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Podcasts

Your Life Simplified

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

LATEST EPISODES

#165

From experience to impact: A leader’s journey

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December 11, 2025
#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
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