Katie DunnFitzgerald

Senior Wealth Consultant at Mariner Wealth Advisors in Leawood, KS.

[Katie DunnFitzgerald @kfitzgerald01]

What an excellent week of learning with sessions on leadership, investing in private equity, taxes and more. Looking forward to using all of this to better serve clients and positively impact the lives of many! #NAM2024

[Katie DunnFitzgerald @kfitzgerald01]

At what age do you think you’ll retire? For most, it may actually come several years sooner, so you’ll want to be prepared. https://t.co/fvdV1iHzVO

[Katie DunnFitzgerald @kfitzgerald01]

In his January commentary, Bill Greiner, chief economist, shares that while there may be periods of economic weakening in 2024, the economy should show overall growth, and inflation should continue to retreat for much of next year. #Economy #Markets https://t.co/EvBkz84ZFb

[Katie DunnFitzgerald @kfitzgerald01]

In his January commentary, Jeff Krumpelman shares why he’s upbeat about the stock market doing well in 2024 including positive signals like low unemployment, increased labor productivity and solid consumer spending. #Economy #Markets https://t.co/XQ5PPPq0jn

[Katie DunnFitzgerald @kfitzgerald01]

Will there be a resurgence in interest rates? If so, what would it mean for markets? Register for our market outlook webinar featuring our investment leaders’ take on 2024. https://t.co/EwLiIj7RuL

[Katie DunnFitzgerald @kfitzgerald01]

Happy New Year! Wishing you a year filled with joy. We

[Katie DunnFitzgerald @kfitzgerald01]

In his December commentary, Bill Greiner, chief economist, shares why he sees a slowing economy in 2024 in which growth and inflation pressures may subside. https://t.co/LEYWoaxNx1

[Katie DunnFitzgerald @kfitzgerald01]

’Tis the season! Amplify your charitable giving with these tax-smart strategies. https://t.co/wQ9p1nAGr4

[Katie DunnFitzgerald @kfitzgerald01]

Minimize long-term capital gains taxes with these 7 strategies. https://t.co/cpPT51v7kU

[Katie DunnFitzgerald @kfitzgerald01]

In a traditionally male-dominated field, it's so important for women to have support. Katrina Radenberg, chief investment officer, shares her take on the industry's climate for women, financial literacy and supporting the next generation. #WomenInWealth https://t.co/nm6UIoWYA4

[Katie DunnFitzgerald @kfitzgerald01]

Have you checked these off your to-do list? https://t.co/cfXcTAAYPU

[Katie DunnFitzgerald @kfitzgerald01]

Are these keeping you up at night? Our own Ben Voelker shares some of the top worries and ways you can ease them. https://t.co/6RnhVsHgGF

[Katie DunnFitzgerald @kfitzgerald01]

The Mariner Foundation has given more than $1 million this year to organizations in our communities, bringing our lifetime giving to more than $6 million+. We’re honored to be able to give back and positively impact as many lives as possible.

[Katie DunnFitzgerald @kfitzgerald01]

In his wide-ranging November commentary, Jeff Krumpelman, chief strategist, discusses concerns related to interest rates, yields, geopolitical events and near-term S&P 500 returns while holding a constructive market view for the next 12-15 months. https://t.co/KeIPxUM0Xr

[Katie DunnFitzgerald @kfitzgerald01]

Not sure what Medicare plan is right for you? Register for our upcoming webinar to learn everything from when and how to enroll to premiums and Medicare supplemental coverage options. 

📆 November 9, 2023       
🕒 3:00 p.m. CT https://t.co/Iv3XbPQYGa

[Katie DunnFitzgerald @kfitzgerald01]

Small-Business Owners and the Self-Employed: Luke Kendall, senior wealth consultant, shares this strategy for saving for retirement.

[Katie DunnFitzgerald @kfitzgerald01]

Take advantage of the lifetime exemption before it expires in two years. Learn more about wealth transfer strategies here. https://t.co/0AdhOzD3kS

[Katie DunnFitzgerald @kfitzgerald01]

If you’ve maxed out Roth IRA or 401(k) contributions, consider these tax-advantaged saving opportunities. https://t.co/sThrhBKRlr

[Katie DunnFitzgerald @kfitzgerald01]

As part of the sandwich generation, it can be difficult to prioritize your own retirement while also caring for your parents. Our own Michael Horne shares his advice for navigating this time.

[Katie DunnFitzgerald @kfitzgerald01]

Trying to find the balance between caring for aging parents and supporting your own children? Learn how to effectively navigate multigenerational wealth planning.