Plan your charitable giving image with people putting hands together in the middle of the group.

January 25, 2019

By Kris Maksimovich, AIF®, CRPC®: A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019. As you do that, you’ll want to put together a plan for this Read More...
Benefits of Private Foundations and Charitable Giving Image Shows Woman's Arm Coming Out of Laptop Computer Screen and Shaking a Hand in Partnership

November 13, 2018

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The Read More...
Everyone Needs an Estate Plan With Smiling Couple Meeting With Financial Planner

October 30, 2018

By Kris Maksimovich, AIF®, CRPC®: If estate planning conjures up thoughts of rambling estates, stables and riding gear you’re missing the point Read More...
Digital Asset Management Tablet With Finger Pressing Icons

August 29, 2017

Presented by Kris Maksimovich According to the Pew Research Center, 87 percent of Americans use the Internet. This means most of us maintain at least Read More...