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P&G Retirement Overview Webinar

P&G Retirement Overview Webinar

July 1, 2022
Brad Morgan , senior wealth advisor at Mariner Wealth Advisors, and Nate Kunkel , wealth advisor at Mariner Wealth...
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Reverse Rollover

Reverse Rollover

May 4, 2022
Oftentimes, our P&G clients are unable to perform the annual Backdoor Roth IRA contributions due to having funded traditional...
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P&G Retirement Plan Offers Many Investment Options

P&G Retirement Plan Offers Many Investment Options

May 3, 2022
Within the P&G Retirement Plan, there are many different options for where to allocate your investments. Once you turn...
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Utilizing P&G Preferred Shares in Retirement For Charitable Giving

Utilizing P&G Preferred Shares in Retirement For Charitable Giving

March 10, 2021
One issue many Procter & Gamble retirees run into is devising a strategy to continue gifting charitably after income...
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Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

February 15, 2021
Use this guide to help you understand stock collars, which is one way to protect against the risk of...
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Beneficiary Designations Within The P&G Plan

Beneficiary Designations Within The P&G Plan

December 15, 2020
Within the PST plan and the 401(k) Savings Plan, you are able to name beneficiaries for each account. Your...
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Three Bucket Strategy

Three Bucket Strategy

November 21, 2020
Mariner Wealth Advisors can help you create a three bucket strategy which is designed to generate a paycheck from...
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P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction

April 23, 2020
P&G reported earnings Friday morning and the stock finished the day up 2.63% on the back of solid 6%...
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Procter & Gamble Stock Option Reporting Changes

Procter & Gamble Stock Option Reporting Changes

February 10, 2020
With the move of the P&G stock options plan to E*Trade, employees and retirees should consider paying special attention...
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P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction

January 28, 2020
P&G delivered another solid quarter with 5% organic sales growth and better than expected profitability. The stock finished down...
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P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction

October 24, 2019
Beat and raise is a great start to the year! Procter & Gamble’s stock rose 2.6 percent after posting...
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P&G Options Move to E*Trade

P&G Options Move to E*Trade

February 22, 2019
Earlier this year Procter & Gamble started moving its stock option platform away from the legacy platform that has...
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