Insights Archive

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Insights

Disability Insurance: Why Checking the Box May Not be Enough

July 5, 2017

We’ve all been there. It’s your employer’s annual benefit election period, and you’re checking the boxes as appropriate –...

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Charitable Remainder Trust: A Way To Diversify Out Of P&G Stock

June 22, 2017

Use this guide to understand the terms and benefits of using a Charitable Remainder Trust (CRT). A CRT is...

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Is the Disability Insurance Provided by my Employer Sufficient?

May 8, 2017

Q: I checked the box for disability insurance during my company’s benefits open enrollment, so I’m taken care...

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Creating A Financial Game Plan

March 16, 2017

Mark Vlasic, senior wealth advisor: During a seven and a half year career as an NFL quarterback I had an...

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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

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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P&G Restricted Stock Units

November 15, 2016

A Restricted Stock Unit (RSU) represents one share of P&G stock that will be delivered to you in five...

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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

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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P&G Lump Sum Distribution

July 8, 2016

Mariner Wealth Advisors breaks down and explains the most common distribution strategy used by P&G retirees. Mariner...

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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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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

#139

Year-Round Tax Planning

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May 16, 2024

#138

Cash Balance Plans Explained

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May 2, 2024

#137

How Parents Can Teach Teens About Investing

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April 18, 2024

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Disability Insurance: Why Checking the Box May Not be Enough

Charitable Remainder Trust: A Way To Diversify Out Of P&G Stock