Looking for ways to gift money tax free? From annual exclusion gifts to charitable donations, here are 6 tips for sharing your wealth while reducing your taxable estate. #TaxPlanning#WealthManagement https://t.co/Rx81ivw9Gh
On this episode of #YourLifeSimplified, Ben Voelker, director of wealth strategy, shares what should be included in an estate plan and the risks of not having one in place. https://t.co/EpILx6GP1N #FinancePodcast
On May 31st, Mariner Wealth Advisors welcomed our 2023 summer interns. These 59 students from 43 universities will work with 34 different teams across our organization in areas like financial planning, tax, investments & operations. Welcome!
#OnboardMWA
Don't miss our own Jeff Krumpelman on Bloomberg Radio today at 3:40 pm ET. He'll be discussing his views on market performance. #markets#economy https://t.co/2O1nZhgw1v
In his May commentary, Jeff Krumpelman, chief investment strategist, shares why you should stay invested at your normal/neutral long-term asset allocation target and be patient. #Economy#Markets https://t.co/yAnvGJBh9c
Ready for retirement? Developing a cash flow plan can help estimate your income and expenses. Discover 3 steps for creating a plan. #RetirementPlanning https://t.co/V34JuoRaln
Trying to help your child be more financially responsible? Our own Alexis Howard shares tips for helping them learn how to build their wealth. #NationalFinancialLiteracyMonth https://t.co/trJ0ouG7OZ
Check out this episode of Your Life Simplified. Tracy Hutton, senior manager of recruiting, shares valuable tips for college students looking to land an internship in wealth management. https://t.co/SwwQ2hYUkQ #YourLifeSimplified#FinancePodcast
Does your income prohibit you from making regular Roth IRA contributions? Kerstin Wiles, wealth advisor, shares why a mega backdoor Roth IRA may be a tax-friendly solution.
The Social Security Administration will tax high earners on the first $160,200 of earned income in 2023, plus has upped the COLA this year to 8.7%. Get more details on the changes. #SocialSecurityMonth
Join us for our next webinar, “Estate Planning for 2026 & Beyond,” to learn about strategies to put in place now to minimize your taxes after the gift and estate tax exemption sunsets.
📆 April 25, 2023
🕒 3 p.m. CT https://t.co/P26o7O1mAN
On this episode of #YourLifeSimplified, we're joined by Tim Mickelson, Medicare insurance producer. He shares the basics of Medicare and what you need to know before signing up. https://t.co/JRnOKJxG5G #Medicare
Mariner Wealth Advisors is proud to share that nine advisors were named to Barron's 2023 Top Advisor Rankings by State list. Congratulations to these advisors and their teams!
Talking with your parents about long-term care? This can be a difficult and emotional conversation to have. Dr. Christina Lynn joins this episode to share ways to make this easier. https://t.co/yzWjLi7Bj2 #YourLifeSimplified#FinancePodcast
As a senior wealth consultant, you will work directly with referral partners, prospective clients, and senior wealth advisors in the Pacific NW market. This role focuses on branch and prospective client meetings to support revenue and profitability growth. https://t.co/hp9Eo1loOa
As the compliance senior manager, you will be responsible for the day-to-day management of a small team focused on licensing and registrations for our regulated RIA/Broker-Dealer entities. https://t.co/LxorWF0koG
With stretch IRAs eliminated, how should your beneficiaries manage an inherited IRA? On this episode of #YourLifeSimplified, Valerie Escobar and Michael MacKelvie share IRA strategies both for owners and beneficiaries. https://t.co/7pQY6v1bzA #FinancePodcast