Year End Financial Checklist

October 15, 2018

Download your printable 2018 year end financial planning checklist by clicking on the image. Read More...
Online Reviews With man Selecting Happy Face

July 31, 2018

By Kris Maksimovich, AIF®, CRPC®:  An astounding 82 percent of US adults have read online reviews before making a purchase or using a company’s Read More...
What do you do with a financial windfall?

July 6, 2018

By Kris Maksimovich, AIF®, CRPC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the second generation. Read More...
Is Your 401(k) Accurate, Showing Calculations Being Made on Calculator

June 28, 2018

Presented by Kris Maksimovich: We all know that federal income taxes are withheld from our paychecks. But are you aware of the degree of control you Read More...
Health Savings Accounts

June 18, 2018

Presented by Kris Maksimovich: Thanks to their flexibility and tax benefits, health savings accounts (HSAs) are emerging as a popular savings method Read More...
Robo Advisor vs Financial Advisor With Man and Robot Touching a Globe

June 15, 2018

By Kris Maksimovich: We are asked about the differences between financial advisors and robo advisors all the time. When it comes to answering this Read More...