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 to pass along assets to your loved ones. As an IRA owner, you have choices to make 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...

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...