Asset protection plan image shows stacked stones in splashing water.

July 16, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms, for every type of individual. It starts with building a foundation of Read More...
Dividing Retirement Assets at Divorce Depicts Divorce Agreement Document on Judge's Bench Overlooking Courtroom.

November 16, 2020

Presented by Ben Murphy, CPA, PFS™: For many couples, retirement assets represent a significant portion of net worth. To split assets equitably Read More...
What You Need to Know Before Refinancing Your Home shows a couple sitting on the floor against a sofa while looking at a laptop.

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...