Self-Interview Guide for Capturing a Lifetime of Memories Depicts Man Standing at Edge of Lake.

December 30, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Getting started capturing memories It doesn’t take much to capture valuable memories—just a notepad and pen, or your smartphone. While you could write down all the answers, it might be Read More...

November 8, 2019

Check out our newest retirement checklist to help keep you on track in 2020. Download your copy here>> Read More...
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 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...
2018 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...