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 egg” and reduced memory skills as we age. What’s more, seniors may be more vulnerable Read More...

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...
Retirement Planning

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...
Business Planning

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...