Benefits of Business Insurance Shows Insurance Agent Handing Business Owner a Water Lifesaving Device

May 23, 2022

Presented by Tom Kennedy, CFP®:  Owning a business comes with responsibility and stress. What if you owned the building in which you do business and it burned down or was vandalized? You would be responsible for repairing the damage, Read More...
Asset protection plan image shows stacked stones in splashing water.

July 16, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes Read More...
Insuring your business image shows woman with briefcase walking across tightrope

May 17, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Insurance coverage is available for every conceivable risk your business might face. Below, you’ll Read More...
Dividing Retirement Assets at Divorce Depicts Divorce Agreement Document on Judge's Bench Overlooking Courtroom.

November 16, 2020

Presented by Ben Murphy, CPA, PFS™: For many couples, retirement assets represent a significant portion of net worth. To split assets equitably Read More...
What You Need to Know Before Refinancing Your Home shows a couple sitting on the floor against a sofa while looking at a laptop.

May 7, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Part of being a financially savvy veteran homeowner means knowing when it’s time to refinance. When Read More...