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Insights

Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
January 2, 2026
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and...
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Trust and estate services: How the right structure can help preserve more for your heirs
December 19, 2025
For many of us, building wealth is one of life’s major goals. It can mean financial security, the freedom...
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Pre-sale exit planning: Strategies to align your objectives leading up to a business sale
December 19, 2025
As a business owner, a lot depends on you. The demands of running a successful company—combined with your commitment...
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From experience to impact: A leader’s journey

From experience to impact: A leader’s journey
December 11, 2025
Leadership isn’t defined by a job title—it’s shaped by the experiences, values and people who influence our path. In...
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2026 Tax Facts At-A-Glance
December 9, 2025
Sources: irs.gov; ssa.gov This material is provided for informational and educational purposes only....
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The November market pause just might set the table for a profitable 2026
December 8, 2025
Read time: 6 minutes The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8%...
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2%+ growth in 2026
December 8, 2025
Read time: 9 minutes “ We’ve thrown absolutely everything at it, including a government shutdown, and yet it...
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A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
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What new catch-up rules mean for your retirement savings
December 7, 2025
Read time: 5 minutes When it comes to retirement savings, even small rule changes can open meaningful opportunities...
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2026 retirement plan limits
November 19, 2025
Each year, the Internal Revenue Service updates contribution limits for retirement savings plans and pension plans. These limits apply...
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Navigating the AI narrative: Staying grounded in the data
November 17, 2025
Read time: 11 minutes Artificial Intelligence (AI) may indeed contain elements of circular financing, but it’s also driving...
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Growing forward—insights on leadership and life

Growing forward—insights on leadership and life
November 13, 2025
In this inspiring conversation, host Whitney Reagan talks with Mariner’s Chief Operating Officer, Cheryl Bicknell, JD, LL.M , exploring...
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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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