Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for children’s education, to replace income used to support loved ones, even to pay for one’s own Read More...

Presented by Kris Maksimovich, AIF®, CRPC®:  Not only are IRAs an excellent way to save for your retirement, but they can also serve as a vehicle Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you probably have Read More...

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 Read More...

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...

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...