Mariner Wealth Advisors

08/31/2026

Your financial life rarely fits neatly into one category.

A business decision can affect taxes. A change in your family can raise new estate, insurance or planning considerations. AI can help connect those dots sooner, making it easier to bring the right expertise into the conversation when it matters.

A new article in collaboration with Custom Content from WSJ explores how Mariner is using AI to support a more proactive, connected approach to financial advice.

Read more below.

AI is giving financial advisors something to give back to clients: time, attention and a more human relationship.

08/28/2026

The big picture just got bigger—and it’s lighting up Times Square through Aug. 30.

Financial services built around your whole life.

At Mariner, we see the connections between your family, business, workforce and future. And we bring together people and expertise to help you navigate what comes next.

That means more ways to serve clients and more opportunities to positively impact the lives of many.

Thanks to Brex for the placement and for giving Mariner one of the best seats in the city.

08/28/2026

If you're nearing retirement, 2026 brings some changes to retirement contribution limits that are worth knowing about, especially if you're between the ages of 60 and 63. Higher contribution limits and a new Roth catch-up requirement could impact both your taxable income and how much you choose to convert to a Roth account.

Learn more what's changed and what to review before the deadline.

Learn how 2026 contribution limits and Roth catch-up rules could affect Roth conversions and your year-end retirement tax planning.

08/27/2026

Being ready for the unexpected starts with knowing what life really costs.

In this episode of Your Life Simplified, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey talk about preparing for the unexpected in a practical way. They discuss how identifying the expenses you truly have to cover to keep life moving can help you build enough room in your plan to handle surprises without creating bigger problems.

Listen to the podcast now.

https://bit.ly/4zI7qgq

08/27/2026

Getting a bonus, a promotion or an equity award this year?

Events like these are worth celebrating, but it’s also worth understanding how they might affect your tax bill. Even when taxes are withheld, the amount may not cover what you actually owe, and higher compensation can trigger additional taxes you may not be expecting.

Our latest article explains what to watch for and how to prepare.

Learn how bonuses, RSUs and deferred compensation can affect withholding, tax liability and year-end financial planning.

08/26/2026

What a summer it’s been for our 2026 interns!

Over the course of the internship program, they stepped into unfamiliar situations, put their abilities to the test and experienced the day-to-day work of teams across Mariner. Each experience offered another opportunity to find out more about themselves, their strengths and the possibilities ahead.

It’s been rewarding to watch this group embrace the program and make it their own.

As the program comes to a close, we’re grateful they chose to spend this chapter with Mariner. Congratulations to our 2026 interns—we can’t wait to see where you go next!

08/26/2026

Do you feel equally informed about and involved in your household’s financial decisions?

When both partners understand the financial picture and take part in important decisions, that shared involvement can create greater confidence across the whole household.

In recognition of Women’s Equality Day, explore practical ways women can become more informed, involved and connected to the financial future they’re helping build.

Read the article:

Achieve financial equality at home by ensuring both partners engage in financial management and planning together.

08/21/2026

What could your advisor do with more time?

Listen more closely. Look further ahead. Connect more of the decisions shaping your financial life.

AI can help create that time by taking on more of the work behind the scenes, giving advisors more room to focus on your goals and bring in the right expertise as your needs evolve.

See how we’re putting that idea into practice in a new article in collaboration with Custom Content from WSJ:

AI is giving financial advisors something to give back to clients: time, attention and a more human relationship.

08/20/2026

Equity compensation can be a powerful benefit, but it can also become complicated quickly.

In this episode of Your Life Simplified, Senior Wealth Advisor Whitney Reagan talks with Steve Moyer, director of wealth strategy and executive planning, about why understanding what you own is only the starting point. As equity becomes a larger part of your financial picture, the decisions around it can affect taxes, concentration risk and long-term goals.

Listen to the podcast now.

https://bit.ly/4xMZvfT

08/19/2026

In many households, one spouse manages the finances. It’s an arrangement that can work well, as long as both partners have a clear understanding of the household’s finances.

As retirement draws near, however, it’s more important than ever that both partners have access to key information. Our latest article walks through what shared financial visibility can look like and how couples can start building it together.

If one spouse has always managed the money, retirement is a good time to build shared financial visibility. Learn what both spouses should know before retirement.