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 you refinance, or “refi,” you’re essentially replacing your existing mortgage with a 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...