Insights Archive

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Insights

Navigating the Challenges of Taxes and Divorce

September 20, 2019

Most of us don’t look forward to getting our taxes done, but if you recently filed for divorce or...

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Cautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn’t (26:45)

September 10, 2019

The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn’t...

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How Mariner Is Different

September 10, 2019

Mariner is different than other wealth management firms in a variety of ways. One way in which we’re different...

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Blended Families and Financial Considerations

September 9, 2019

Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...

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Choose Insurance Policies That Offer You the Protection You Need

September 6, 2019

When is the last time you reviewed your property and casualty policies, including homeowners insurance? Because it likely represents...

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College Savings Strategies for High-Income Households

September 6, 2019

It’s no secret that college is costly, so it’s never too soon for parents to put a savings strategy...

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Burned out on FIRE? Focus on Finding Significance

September 5, 2019

A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...

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How To Maximize Your Charitable Contributions

September 4, 2019

Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...

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Protect Yourself: Cyber Fraud Alert

September 3, 2019

As technology continues to advance and provide additional ways for consumers to manage their finances, cyber criminals create more...

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Women & Finances: Should Their Approach Be Different Than Men? (32:00)

August 27, 2019

Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...

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Xenos: Being Ranked Among Many Great Professionals Is An Honor

August 22, 2019

Faith Xenos, director & senior wealth advisor, has been ranked on the Barron’s Top 100 Women Advisors list for...

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Five Frequently Asked Life Insurance Questions

August 16, 2019

Because September is Life Insurance Awareness Month, we are utilizing our August Q&A to answer frequently asked insurance questions....

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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024

#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024

#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024

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Navigating the Challenges of Taxes and Divorce