Financial Health

January 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or training Read More...
Compound interest depicts white piggy bank on table.

January 9, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Getting an early start on your retirement savings may end up being the best financial move you can make Read More...
Reverse mortgage photo depicts a knitted house sitting on a tree stump.

January 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: A reverse mortgage is a loan that can provide the homeowner (i.e., the borrower) access to the equity Read More...
GS Select securities based lending solution

November 11, 2019

Goldman Sachs Private Bank Select® (GS Select™) is a securities-based lending solution that uses diversified non-retirement investment assets in a Read More...
Image for borrower defense to repayment

November 6, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Have you heard the term borrower defense to repayment but are not sure what it means? Are you wondering Read More...
Season Giving Strategies Image of Colorful Presents

November 4, 2019

For many people, the holidays are a time for giving back—whether that means donating to a favorite charity or helping out a family member Read More...