Downloadable Resources

A comprehensive, easy-to-reference overview of 2026 Social Security and Medicare rules, including benefit calculations, tax thresholds, premiums, IRMAA brackets, and key planning figures to help individuals make informed retirement decisions.

Stay current of the latest tax changes with our 2025 Tax Rates, Schedules, and Contribution Limits with our latest 2025 Tax Reference Guide.

2026 Tax Rates, Schedules, and Contribution Limits with our 2026 Tax Reference Guide.

This handout offers a high-level overview of Mariner Fund I, an opportunity fund designed to provide diversified access to select private equity, real estate, and private credit opportunities. It outlines the fund’s purpose, investment approach, and key considerations for qualified investors. This collateral is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made only to qualified investors by means of a private placement memorandum and other offering documents, which should be read in their entirety. Private investment services offered through Granite Harbor Capital, LLC, a wholly owned subsidiary of Granite Harbor Advisors, Inc., a Registered Investment Adviser. Mariner Fund I is not and will not be registered under the U.S. Investment Company Act of 1940 or the Securities Act of 1933.

This document addresses frequently asked questions about Mariner Fund I to help qualified investors better understand the fund’s objectives, structure, and investment approach. This collateral is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made only to qualified investors by means of a private placement memorandum and other offering documents, which should be read in their entirety. Private investment services offered through Granite Harbor Capital, LLC, a wholly owned subsidiary of Granite Harbor Advisors, Inc., a Registered Investment Adviser. Mariner Fund I is not and will not be registered under the U.S. Investment Company Act of 1940 or the Securities Act of 1933.

Planning Insights. With The One Big Beautiful Bill Act (OBBBA) enacted in July 2025 and recently announced inflation adjustments, new tax brackets taking effect on January 1, 2026, are now known. General information; not tax, legal, or investment advice.

You’re not alone. Our one-page checklist helps you prioritize the first 30 days after a job separation: severance and taxes, health coverage, unemployment benefits, retirement accounts, and equity deadlines—organized by week so nothing gets missed. Clear, steady guidance when you need it most. General information; not tax, legal, or investment advice.

Nearly 70% of Americans over 65 will require long-term care, and for high-net-worth couples the challenge is not paying for it, but preserving portfolios, protecting spousal income, and safeguarding legacy goals—making proactive LTC planning a vital part of wealth management.

With the expansion of Private Markets, Granite Harbor recognizes the significance of offering effective exposure to a growing asset class in investment portfolios.