Mariner Financial Group

01/31/2025

Retirement planning is often compared to climbing a mountain, with the ascent phase and the descent phase both being crucial stages.

You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last.

01/30/2025

Are you saving enough to live comfortably in retirement? Let's connect about your financial goals.

Are you saving enough to live comfortably in retirement? Here are the steps you can take now to find out if you're on track or need to adjust your savings.

07/18/2023

Make peace of mind part of your strategy. Learn from a financial professional how life insurance with living benefits can protect you and your loved ones.

Important disclosure: Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.

03/08/2023

If you are receiving an inheritance, the real question isn't "how should I invest it"; it's "how should I integrate this into my overall financial plan?".

When a loved one passes away, you may receive an inheritance. This money is a token of the person's appreciation for you and often represents a lifetime of savings. When you've received a large sum of money, there is a … Continue reading → The post How to Invest Your Inheritance appeared first o...

03/04/2023

Not all heroes wear capes 🦸‍♂️

02/25/2023

Some great financial literacy resources in this article - and if you have any questions don't hesitate to ask!

Tim Pawlenty, president and CEO of Financial Services Round Table and former governor of Minnesota, once said, “Financial literacy is an important part of avoiding financial mistakes and planning for...

01/28/2023

The numbers around healthcare and long term care costs are pretty staggering, but they aren't impossible to plan for. If you need help, let's talk.

As we know, just a simple hospital stay can cost lakhs of rupees, so it's important to have savings set aside specifically for healthcare costs. Even if you have health insurance, having savings will help cover co-pays, and other out-of-pocket costs. If your health insurance doesn't cover all of you...

01/24/2023

Great ideas to help make your financial goals more achievable AND have a healthier relationship with your money!

Setting money boundaries can be uncomfortable, but it's an empowering skill that can help protect yourself, your relationships and finances.

01/17/2023

Another good - but potentially time-consuming - financial checklist. If you need help with your financial strategy, I can help.

The coming year may bring disruptions to your existing financial strategy in the form of an impending recession. Therefore, planning money to prevent falling victim to it is crucial.

01/14/2023

Technology makes our lives easier in so many ways, but there are some things better left to humans. A financial professional can make sure that you have the right life insurance coverage for your ✨unique✨ situation and coach you through some of life's biggest decisions.