Mariner Wealth Advisors

Your financial life rarely fits neatly into one category.

A business decision can affect taxes. A change in your family can raise new estate, insurance or planning considerations. AI can help connect those dots sooner, making it easier to bring the right expertise into the conversation when it matters.

A new article in collaboration with Custom Content from WSJ explores how Mariner is using AI to support a more proactive, connected approach to financial advice.

Read more below.

Paid Program: Why AI Makes Advisors More Human AI is giving financial advisors something to give back to clients: time, attention and a more human relationship.

If you're nearing retirement, 2026 brings some changes to retirement contribution limits that are worth knowing about, especially if you're between the ages of 60 and 63. Higher contribution limits and a new Roth catch-up requirement could impact both your taxable income and how much you choose to convert to a Roth account.

Learn more what's changed and what to review before the deadline.

Roth conversions before year end: How the 2026 rules may affect your decision Learn how 2026 contribution limits and Roth catch-up rules could affect Roth conversions and your year-end retirement tax planning.

Getting a bonus, a promotion or an equity award this year?

Events like these are worth celebrating, but it’s also worth understanding how they might affect your tax bill. Even when taxes are withheld, the amount may not cover what you actually owe, and higher compensation can trigger additional taxes you may not be expecting.

Our latest article explains what to watch for and how to prepare.

The hidden tax traps of success: Bonuses, RSUs and deferred compensation Learn how bonuses, RSUs and deferred compensation can affect withholding, tax liability and year-end financial planning.

Do you feel equally informed about and involved in your household’s financial decisions?

When both partners understand the financial picture and take part in important decisions, that shared involvement can create greater confidence across the whole household.

In recognition of Women’s Equality Day, explore practical ways women can become more informed, involved and connected to the financial future they’re helping build.

Read the article:

Financial equality at home: A practical guide to share visibility and decision-making Achieve financial equality at home by ensuring both partners engage in financial management and planning together.

What could your advisor do with more time?

Listen more closely. Look further ahead. Connect more of the decisions shaping your financial life.

AI can help create that time by taking on more of the work behind the scenes, giving advisors more room to focus on your goals and bring in the right expertise as your needs evolve.

See how we’re putting that idea into practice in a new article in collaboration with Custom Content from WSJ:

Paid Program: Why AI Makes Advisors More Human AI is giving financial advisors something to give back to clients: time, attention and a more human relationship.

In many households, one spouse manages the finances. It’s an arrangement that can work well, as long as both partners have a clear understanding of the household’s finances.

As retirement draws near, however, it’s more important than ever that both partners have access to key information. Our latest article walks through what shared financial visibility can look like and how couples can start building it together.

When one person has always managed the money: How to build shared financial visibility before retirement If one spouse has always managed the money, retirement is a good time to build shared financial visibility. Learn what both spouses should know before retirement.