ABLE Accounts with image of woman and disabled child playing in a little league game.

February 20, 2019

By Kris Maksimovich, AIF®, CRPC®: Life with disabilities can have its own special challenges. The Achieving a Better Life Experience (ABLE) Act of 2014 enables the use of ABLE accounts to help families and caregivers with tax-free Read More...
Paying for College with Image of University Building

January 3, 2019

By Kris Maksimovich, AIF®, CRPC®:  According to CNBC, a four-year private university is expected to cost $303,000 by 2036 and public colleges Read More...
Planning Checklist With Pink Highlighter Checking Off Boxes on Paper

December 21, 2018

Presented by Kris Maksimovich, AIF®, CRPC®:  As 2018 draws to a close, it’s time to begin organizing your finances for the new year. To help you Read More...
Emergency funds image of young adult female looking at an orange piggy bank

December 3, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: You’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, Read More...
Inherit a home image shows a toy block wood home on grass

November 7, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: Buying a home is one of the most stressful experiences and biggest financial commitments of many Read More...
Legal Documents for College Students With Student Reading Book Outside

October 3, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: As summer turns to fall, flocks of recent high school graduates leave the nest and head off to college Read More...