Thank you Lord for blessing me with Bryce. #MothersDay2023

What a hoot!

Great evening in Baltimore with these amazing leaders! I’m grateful to do #marketing with Kirk Chritton, Christa Spencer and Brandon Billings.

The Zoo is open all weekend long including Memorial Day, Monday, May 29! Our hours on Saturday, Sunday, and Monday will be 9:30 am to 5 pm. Purchase your tickets in advance online to receive a discount at bit.ly/3V1FWOb. #blackcappedmangabey

If you’re retiring early, do you know how you’ll cover health care before Medicare kicks in? Here are 4 ways to fund medical expenses. #RetirementPlanning #EarlyRetirement bit.ly/3JpD3mA

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 bit.ly/3qSRhFV

Ready for retirement? Developing a cash flow plan can help estimate your income and expenses. Discover 3 steps for creating a plan. #RetirementPlanning bit.ly/3XxPNxd

Fiona and Fritz being photobombed by a fish! Visit Fiona and friends all year long with a Zoo Membership! Zoo Memberships sponsored by Frisch's Big Boy

Zumi and her mother Zuri will now have access to the public viewing area on Sundays, Tuesdays, and Thursdays! Just as a reminder, we cannot guarantee guests will see Zumi and Zuri because it is their choice to enter the yard. Zoom on over to the Zoo to visit this dynamic duo!

Sending your student off to college? In this Wall Street Journal article, Kristin Fishbaugh, senior wealth advisor, shares financial mistakes to avoid. on.wsj.com/3OxEkcI

Trying to find the balance between caring for aging parents and supporting your own children? Learn how to effectively navigate multigenerational wealth planning. bit.ly/3E48YG2

Selecting a trustee is a critical decision when creating your estate plan. Cindy Bozik, national managing director of trust services for Mariner Wealth Advisors, shares her advice for choosing the right trustee. bit.ly/3MijgG1 #YourLifeSimplified #FinancePodcast #Trustee

We're working on an Adulting Checklist with my son in preparation for his college years. Money management is on the list! Need tips for your kid too? Try this podcast on how to teach your teen financial responsibility. bit.ly/3oLLd0Y #YourLifeSimplified #FinancePodcast

Are your emotions affecting your investments? Register to learn how emotions influence decision-making, how even objective ideas are subject to individual perception and how money can influence cognition. 📆 October 17, 2023 🕓 3:00 p.m. CT bit.ly/3Q9y7FW

Stay up to date on recent changes to required minimum distribution (RMD) rules.  Read our latest Q&A. #RMD #WealthManagement bit.ly/3ZVRN3F

Parents of college students: Here are a few strategies to help your kids learn valuable money management strategies. bit.ly/3QyUxiX

Are you doing year-round tax planning? If not, you may be missing out on opportunities to reduce your taxes. bit.ly/3SAktgT

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.

What a year! 📆

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 bit.ly/3tvSPaP