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Insights

Economic Outlook: A Wild Coaster Ride

May 2, 2025
Read time: 9 minutes When I was a child, my parents took us children to Disneyland one summer....
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The Resiliency of a Good Financial Plan in Retirement

May 2, 2025
Read time: 5 minutes The big headlines of 2025 have been less than reassuring so far. A nascent...
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Financial Wellness

May 1, 2025
Planning for Executives and Employees Employees who participate in a financial wellness plan tend to make better financial...
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Here’s How Your Spending Could Change in Retirement

May 1, 2025
Read time: 4 minutes Many retirement savers rely on a mental shortcut to determine how much to sock...
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Estate Planning for Blended Families

Estate Planning for Blended Families

May 1, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director,...
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How Insurance Can Help Support Your Financial Goals

April 30, 2025
Solutions to Help with Planning and Protection Insurance touches many aspects of your life: financial, medical, legal and...
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Investment Banking & Business Owner Solutions

April 29, 2025
At Mariner, we provide business owners with support and guidance to help prepare for sustained growth and successful transitions....
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7 Common Estate Planning Mistakes to Avoid

April 29, 2025
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Valuation Advisory Services

April 29, 2025
A business valuation will provide you with a deeper understanding of your company’s strengths, weaknesses, risks and growth opportunities....
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Estate and Gift Tax Quick Facts

April 28, 2025
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent

April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Respect Rising Risk and Volatility, but Hold Your Ground

April 7, 2025
Read time: 14 minutes Stock price behavior felt a little crazy in March, sort of like the madness...
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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

#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#157

Estate Planning for Blended Families

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May 1, 2025
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