Financial exploitation picture of elderly woman with younger woman holding her hand

March 13, 2019

By Kris Maksimovich, AIF®, CRPC®: The anticipated number of senior citizens is projected to grow at a steep rate, with 10,000 seniors turning 65 every day. What’s more, those rates are expected to continue until the year 2030 when Read More...
sandwich generation with three generations

March 6, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Each day, 10,000 baby boomers will celebrate their 65th birthdays. As the boomers grow older, their Read More...
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 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...
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...