Should You Consolidate Your Retirement Accounts? Image of professionals using tablet for analysis.

February 11, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). As you approach retirement, it may make sense Read More...
Elder Fraud Image of Woman Reading Credit Card Over the Phone

August 21, 2018

By Kris Maksimovich, AIF®, CRPC®: We are all susceptible to fraud. With elder fraud, scammers often prey on emotions, the potential for a “nest Read More...
Retirement Guide

May 1, 2018

By Kris Maksimovich, AIF®, CRPC®: As financial advisors, we often find that people share the same common questions about retirement: - Will I run Read More...
Social Security Cards

April 19, 2018

Presented by Kris Maksimovich You may have heard that choosing the right social security claiming strategy can help you and your spouse maximize your Read More...
Estate Planning Total Approach With Retirees Meeting a Financial Advisor

March 12, 2018

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...
Most Common Business Mistakes With Man Sitting at Desk

March 7, 2018

Authored by Nevin E. Adams, JD Presented by Kris Maksimovich  The headlines are all about revenue sharing, conflicts of interest, and statutes of Read More...