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How to Maintain Documents, What to Save and What to Get Rid Of, Behavioral Finance

How to Maintain Documents, What to Save and What to Get Rid Of

October 28, 2016
One of the more considerate things we can do for those we will inevitably leave behind is to make...
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The Mission Of Mariner Wealth Advisors

October 21, 2016
Marty Bicknell, CEO and president:  When we originally founded the firm, our objective was to provide wealth advice to...
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Medicare: What You Need To Know Before Enrolling

August 29, 2016
When approaching retirement, many individuals are unsure of their Medicare options, eligibility and how to enroll. Following are some...
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Life Transitions: Helping Women Prepare for Retirement, Navigate

Life Transitions: Helping Women Prepare for Retirement

May 24, 2016
It’s a well-known fact in the financial planning field that women frequently don’t save enough for retirement. The consequences...
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Five Reasons to Use a Corporate Fiduciary, Trust

Five Reasons to Use a Corporate Fiduciary

March 8, 2016
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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Beneficiary Designations, Trust

Beneficiary Designations

February 15, 2016
Chances are you would like those near and dear to you to inherit any money you’ve accumulated during your...
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Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

February 5, 2016
According to one well-regarded study 1 , nearly 50 percent more people participated in their employer’s 401(k) plan when...
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Make Digital Assets Part of Your Estate Plan, Estate Planning

Make Digital Assets Part of Your Estate Plan

November 9, 2015
Leonard Bernstein was an iconic American composer and pianist most famously known as the music director of the New...
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Executive Compensation: Be Tax-Smart With NQDC and Stock Options, Executive

Executive Compensation: Be Tax-Smart With NQDC and Stock Options

September 10, 2015
Executives are often rewarded for their business acumen with nonqualified deferred compensation (NQDC) and stock options. To keep taxes...
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