Everyone Needs an Estate Plan With Smiling Couple Meeting With Financial Planner

October 30, 2020

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If estate planning conjures up thoughts of rambling estates, stables and riding gear you’re missing the point completely. Estate planning is a tool that enables you to decide how the Read More...
Digital Asset Management Tablet With Finger Pressing Icons

August 29, 2017

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: According to the Pew Research Center, 87 percent of Americans use the Internet. This Read More...