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 is changing. Many retirees aren’t ready to settle for an unstructured life full of 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...
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...