Dividing Retirement Assets at Divorce

November 16, 2020

Presented by Kevin M. Curley, II, CFP®: For many couples, retirement assets represent a significant portion of net worth. To split assets equitably during a divorce, most couples divide the benefits available in their employer retirement Read More...
What You Need to Know Before Refinancing Your Home

May 7, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Part of being a financially savvy veteran homeowner means knowing when it’s time to refinance. When Read More...
Asset protection plan image shows stacked stones in splashing water.

July 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes Read More...