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Dumpster diving shows young man walking in alley by dumpsters

Dumpster Diving—The Low-Tech, Low-Cost Way to Steal Your Sensitive Information

Posted on December 7, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Phishing, malware, hacks. Lately, it seems as if the tricks that cybercriminals use to try to access your sensitive information are endless. But even with all of the advanced threats and increasingly clever online scams, one of the simplest ways for identity thieves to obtain information is often overlooked—dumpster

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Enrolling in Medicare shows female doctor in a hospital

Enrolling in Medicare

Posted on December 1, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: The process for enrolling in Medicare is surprisingly easy. But before enrolling, you will need to make a choice about how you want your Medicare delivered. Unlike an employer health plan, you may have dozens of options from which to choose. If you already receive social security or Railroad

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Buy-sell agreement hands shaking

Buy-Sell Agreements

Posted on November 22, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Buy-sell agreements can provide stability for your business in the event of your death, disability, or retirement. A properly structured agreement can guarantee a buyer for your business interest, establish the taxable value of the business, create liquidity for estate taxes, improve the creditworthiness of the business, and help

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