Or Pikary, CPA/PFS, CFP®

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

A big part of retirement planning is preparing for the unexpected. By using financial models, you can proactively ask, “What if?” and see how likely your plan is to hold up under pressure—so that you can be ready for whatever comes your way. https://t.co/ukaeQHfzQI

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

The Big Beautiful Bill, tariffs, policy shifts—what does it all mean for investors? Chief Economist Bill Greiner weighs in on what’s happening and what it might mean in the months ahead.

https://t.co/qGQNcSCe2D https://t.co/db3EmOlfKq

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

The Big Beautiful Bill, tariffs, policy shifts—what does it all mean for investors? Chief Economist Bill Greiner weighs in on what’s happening and what it might mean in the months ahead.

https://t.co/qGQNcSCLSb https://t.co/N2W1Uukoxa

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Don’t miss this live market outlook.

2025 has tested even seasoned investors.

Listen as Mariner’s top strategists share their perspective on what’s driving markets and how to respond.

Register now. https://t.co/z80rokNNbJ

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

We’re halfway through the year, which is a good time to do a financial check-in. Review these six tips for how to maximize savings, minimize risks and stay on track to reach your long-term financial goals. https://t.co/h5wbw1ZQnG

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Plenty of signals, plenty of questions—Bill Greiner, chief economist, weighs in on what’s happening in the economy and how the administration’s “4 Buckets” may still bring shifts ahead. https://t.co/xuutUeSNJa

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

It’s been a wild first half for the markets! Investment Strategist and Head of Equities Jeff Krumpleman shares his perspective on the market’s current momentum after the roller coaster ride we’ve seen so far. https://t.co/XIXfviEanU

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

“Clear Air Turbulence” has defined 2025. Don’t miss our mid-year Crystal Ball webinar as we chart the course ahead.

July 24 | 3 PM CST
RSVP here → https://t.co/B5yvTEJLvu https://t.co/PolOJsAmv1

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Markets shaken in 2025? What’s next?

Mariner’s CIO Katrina Radenberg and Chief Strategist Jeff Krumpelman break it down:

- Macro drivers
- Risks to watch
- Investing through volatility

July 24 | 3 p.m. CDT

Register now! https://t.co/jQ22IhZTNo

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

It’s July. Do you know where your tax situation is?

✅ What’s your marginal rate?
✅ Close to the next bracket?
✅ Carryforward losses?
✅ Itemizing or not?

Mid-year is the best time to run a tax projection—while there’s still time to act.

#TaxPlanning #FinanceTips

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Because growing money is great—using it wisely is better.

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Your 401(k) isn’t a crockpot. You can’t just set it and forget it.

As it grows, so does the complexity:
•Roth vs pre-tax?
•RMDs?
•Tax strategy?
•Withdrawal planning?

A financial advisor helps you go from saving to strategizing.

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Roger Federer won just 54% of the points he played.

But zoom out? He won 81% of his matches.

The stock market is the same:
📉 53% of days up
📈 78% of years up

Greatness—and wealth—aren’t built point by point.

Stay invested. Play the long game.

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Nearing the retirement finish line? Be sure to take the final steps needed to retire with confidence. Consider these key tips to work toward a smooth transition into your next chapter. https://t.co/WKfx56j1kW

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Blended families can bring unique estate planning challenges. These five considerations can help ensure your loved ones are cared for and your wishes are honored. https://t.co/W3uFbE556U

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Kevin Jackson, wealth advisor, shares insight about the strategic tax advantages of asset location.

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

The markets have been anything but quiet in 2025. Jeff Krumpelman, chief investment strategist and head of equities, shares what’s driving the swings—and why, as Jimi Hendrix said, “wisdom listens,” in this case to the data. https://t.co/Kg56OgeqVG

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

The markets have been anything but quiet in 2025. Jeff Krumpelman, chief investment strategist and head of equities, shares what’s driving the swings—and why, as Jimi Hendrix said, “wisdom listens,” in this case to the data. https://t.co/XGGYQhxWtC

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Catch our own Chief Investment Strategist and Head of Equities Jeff Krumpelman on Money Life this June 19 at 2 p.m. ET. He’ll be offering up his analysis as he breaks down the latest movements in the market.

Be sure to tune in! https://t.co/djheQrvMjy

[Or Pikary, CPA/PFS, CFP® @PikaryCPA]

Tariffs, taxes, and Treasury warnings—oh my! Bill Greiner, chief economist, unpacks what’s really going on in D.C. through the lens of the “4 Buckets” and what it all could mean for the economy. https://t.co/sXigfCNhwl