Insider’s Guide to Social Security

March 2, 2020

By Tom Kennedy, CFP® According to Bankrate, there are at least 567 different ways for couples to take Social Security distributions. In fact, questions about Social Security are brought up in nearly every meeting we have with clients. The Read More...
Countdown to retirement shows an hourglass

February 11, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead Read More...
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 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...