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Insights

How To Disinherit Your Children Without Even Trying

How To Disinherit Your Children Without Even Trying

December 2, 2016
What if you accidentally disinherited your children? It happens more often than you might think. Read the fictional scenario...
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Stock Options

Stock Options

November 15, 2016
Use this guide to understand what stock options are and how to use them. What Stock Options Are...
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How to Maintain Documents, What to Save and What to Get Rid Of

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

The Mission Of Mariner

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

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

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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Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

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

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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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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