Insights Archive

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Insights

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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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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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

#159

Networking to Build Connections That Matter

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June 12, 2025

#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025

#157

Estate Planning for Blended Families

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May 1, 2025

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Choose Insurance Policies That Offer You the Protection You Need

College Savings Strategies for High-Income Households

Burned out on FIRE? Focus on Finding Significance