Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is changing retirement and estate planning for many. One major provision of the Read More...

Presented by Kris Maksimovich, AIF®, CRPC®:  Not only are IRAs an excellent way to save for your retirement, but they can also serve as a vehicle Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you probably have Read More...