Repositioning assets to pay for long-term care shows man drawing arrows out from a box on a laptop

September 20, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Today, people are living longer than ever but not always in the best of health. In fact, most individuals will need some form of long-term care in their lifetime. The aging process often leaves Read More...
Transition into retirement depicting elderly man in front of what's next sign

May 2, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: As people retire healthier and better educated than ever before, the traditional picture of retirement Read More...
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 Read More...
Cost of Healthcare in Retirement With a Red Question Mark on a Pile of Question Marks

September 17, 2018

By Kris Maksimovich, AIF®, CRPC®: Many people are concerned about how the cost of healthcare in retirement will affect their ability to keep the Read More...
Aging and Mental Health including Dementia and Alzheimer's With Image of Road Across a Maze

July 24, 2018

By Kris Maksimovich, AIF®, CRPC®: Having a discussion about aging, mental health and cognitive impairment issues can be an uncomfortable topic. Yet Read More...
Retirement Guide

May 1, 2018

A Comprehensive Guide to Retirement was written by Kris Maksimovich, AIF®, CRPC®: As financial advisors, we often find that people share the same Read More...