529 plan with college student opening book.

August 14, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: To parents with aspirations of sending their children to college or university, the costs associated with doing so can be daunting. For decades, the price of higher education has risen at a Read More...
Yes no photos with magnifying glass

June 14, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: When it comes to retirement accounts, many investors fail to think about required minimum distributions Read More...
Inherit a home image shows a toy block wood home on grass

November 7, 2018

Questions to ask when you inherit a home is presented by Kris Maksimovich, AIF®, CRPC®: Buying a home is one of the most stressful experiences and Read More...
Year End Financial Checklist

October 15, 2018

Download your printable 2018 year end financial planning checklist by clicking on the image. Read More...
Credit Score With a Stack of Credit Cards

August 8, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: As consumers, we know that having a good credit score is important. Whether you are applying for a loan Read More...
Recent College Grads With Two Graduate Women Hugging After Ceremony

August 3, 2018

By Kris Maksimovich, AIF®, CRPC®:  The job market may have improved over the past year or so, but for recent college grads, it may still offer Read More...