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How to Get the Maximum Social Security Benefit Maximum Social Security BenefitRetirement Planning

How to Get the Maximum Social Security Benefit

What’s the biggest possible Social Security check a retiree can receive? For 2023, it’s $4,555 per month1 if you retire at age 70—far more than the national average of $1,827.2…
AdvicePeriod
AdvicePeriodMay 9, 2023
The Debt Ceiling: The Sky Is Not Falling? Financial Markets

The Debt Ceiling: The Sky Is Not Falling?

We have been asked how the current debt ceiling conundrum and associated congressional debates on this subject impact your outlook on the financial markets. We think this is a summer…
Jeff Krumpelman
Jeff KrumpelmanMay 9, 2023
Proactively Transfer Wealth Before Lifetime Exemption Expires Estate Planning

Proactively Transfer Wealth Before Lifetime Exemption Expires

When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move $12.92 million and married couples can move $25.84 million1 out of…
AdvicePeriod
AdvicePeriodApril 18, 2023
How to Maximize the Value of Your Business Worth Sharing

How to Maximize the Value of Your Business

It’s never too early to start positioning your business to sell at a premium valuation even if a potential sale is years away. The improvements needed to unlock the value…
AdvicePeriod
AdvicePeriodApril 18, 2023
How to Protect Your Children From Wealth-Related Issues Worth Sharing

How to Protect Your Children From Wealth-Related Issues

One of the biggest worries of wealthy parents is that their affluence will hamper their children's personal and social development. In some instances, privileged kids have grown into young adults…
AdvicePeriod
AdvicePeriodMarch 21, 2023
Wealth Planning Strategies for Life-Changing Events Wealth Planning

Wealth Planning Strategies for Life-Changing Events

Life can bring joyous changes like welcoming a new spouse or child, or sad ones, like experiencing divorce or the death of a spouse or child. While these experiences have…
AdvicePeriod
AdvicePeriodMarch 21, 2023
Leaving a Final Gift to Your Loved Ones Worth Sharing

Leaving a Final Gift to Your Loved Ones

Financial planning is a powerful tool to help us and our loved ones. But the best planning looks beyond our lifetimes. For example, wills and estate plans allow us to…
AdvicePeriod
AdvicePeriodFebruary 16, 2023
Expecting an Inheritance? Here’s How to Prepare Estate Planning

Expecting an Inheritance? Here’s How to Prepare

If you’re expecting an inheritance soon, it likely means you’ve lost someone important to you. Anticipating a windfall while grieving is part of what can make inheritance complicated. To make…
AdvicePeriod
AdvicePeriodFebruary 16, 2023
Congress Passes Secure Act 2.0 Bringing Big Changes to Saving for Retirement News

Congress Passes Secure Act 2.0 Bringing Big Changes to Saving for Retirement

At the end of 2022, Congress passed Secure Act 2.0 legislation as part of a larger spending bill. Secure Act 2.0 includes significant changes in the way we save for…
AdvicePeriod
AdvicePeriodJanuary 18, 2023
Discover a Strategic Way to Fund Long-Term Care Retirement Planning

Discover a Strategic Way to Fund Long-Term Care

It’s a fact that many of us will need expensive long-term care at some point in our lifetimes, either in our homes or health care facility. While wealthy households may…
AdvicePeriod
AdvicePeriodJanuary 18, 2023
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    AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.

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