Insights Archive

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Insights

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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Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates

August 15, 2019

Managing director, Jana Shoulders, who has been ranked on the Barron’s Top 100 Women Advisors list the last two...

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Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients

August 13, 2019

Valerie Newell, principal & senior wealth advisor, has been ranked on Barron’s list of Top 100 Women Advisors for...

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Splitting Equitably: The Financial Considerations of Divorce (24:15)

August 6, 2019

Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...

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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019

Q: How does a letter of instruction help my family? A: Besides providing your family with the peace...

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Develop a Social Security Strategy

July 26, 2019

Whether retirement is a few years or a decade away, you may wonder when to start receiving Social Security...

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An Alarming Trend: The Opioid Epidemic (30:40)

July 16, 2019

Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been...

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Plan Ahead for Medicare

July 10, 2019

As we look ahead to retirement, we realize that we have to sign up for Medicare, but we may...

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How Do I Insure Fine Arts, Antiques And Collectibles?

July 8, 2019

I am beginning to accumulate artwork, antiques and collectibles. Are these items covered by my homeowners insurance policy should...

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Simplifying Senior Living: What’s the Right Choice for You? (34:54)

June 25, 2019

As we grow older, we will all need to make choices regarding senior living. Whether you’re making decisions for...

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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

#141

Building Wealth as a Young Professional

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#140

In 2024, Should You Rent or Buy Your Home?

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June 13, 2024

#139

Year-Round Tax Planning

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May 16, 2024

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

Xenos: Being Ranked Among Many Great Professionals Is An Honor

Five Frequently Asked Life Insurance Questions

Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates

Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients

Splitting Equitably: The Financial Considerations of Divorce (24:15)