Guide to Federal Veterans Benefits

September 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are two separate agencies overseen by the U.S. Department of Veterans Affairs (VA): The Veterans Health Administration and the Veterans Benefits Administration. The Veterans Health Read More...
Planning guide for unmarried couples.

September 4, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: No one likes to think about death, disability, or a breakup, but planning for the unexpected can help Read More...
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 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...