Federal and State Retirement Systems With elderly figures standing in line labeled with decades from age 60-100.

July 25, 2022

Being aware of retirement options and social security benefits can help you assess how financially secure you will be during your golden years. Presented by Gerard Longo, AIFA®: Federal, state, and local governments typically offer Read More...
Creating a retirement income stream in retirement.

March 21, 2022

By Kris Maksimovich, AIF®, CRPC®, CRC®: During your working years, your largest income stream is generally from employment. When you retire, Read More...
Repositioning assets to pay for long-term care shows man drawing arrows out from a box on a laptop

September 20, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Today, people are living longer than ever but not always in the best of health. In fact, most Read More...
The Transition into Retirement with elderly man and woman leisurely walking along river.

July 12, 2021

Presented by Michael G. Wendlandt: As people retire healthier and better educated than ever before, the traditional picture of retirement is changing. Read More...
Retirement Readiness Guide with elderly couple having breakfast and coffee at a cafe table.

May 1, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Many people share the same concerns about their retirement readiness: Will I run out of money? Read More...
Retirement income planning with mid age couple with financial advisor

March 12, 2021

Presented by Kris Maksimovich Most working Americans have only one source of steady income before they retire: their jobs. When you retire, however, Read More...