Social Security Timing Strategies

January 16, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: The most common questions individuals have about social security strategy include the following: Why should I delay my retirement benefit? Why should I consider spousal benefits? How can I Read More...
SECURE Act depicts community of people

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, Read More...
Roth IRAs Vs. Roth 401(k)s

December 17, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing Read More...
Enrolling in Medicare shows female doctor in a hospital

December 1, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: The process for enrolling in Medicare is surprisingly easy. But before enrolling, you will need to make Read More...
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 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...