Financially prepared for an emergency is depicted by a frustrated sad woman worrying about paying her financial bills at home. Money crisis.

October 9, 2023

When you’re starting a business, a family, or any other major life endeavor, you try to think of every risk so you can plan a strategy to put yourself on a path to success. Unfortunately, hardships aren’t always predictable, and Read More...
Year-End Financial Planning Checklist with hand and pen.

October 1, 2023

Are you ready to organize your finances for next year? Here’s a year-end financial planning checklist with tax and retirement considerations. Read More...
Should You Invest in Fine Art is depicted with a male auctioneer conducting an art auction with potential buyers holding up numbered paddles.

September 18, 2023

There are multiple ways to invest in fine art, from art funds and trusts to online sales and purchasing individual pieces to hang on your walls. We Read More...
wedding finances survival guide with husband and wife holding hands and laughing.

May 27, 2023

Expecting the bride’s family to pay for the wedding is nearly a thing of the past, especially with today’s high cost of weddings. By Kris Read More...
Teaching Teens Financial Responsibility photo concept with male teenager looking toward camera.

May 1, 2023

When it comes to money, teenagers aren't exactly savvy. We cover some basic budgeting and credit concepts to help teach teens financial Read More...
6 Money Conversations to Have in a Long-Term Relationship depicts a attractive young couple talking in the living room

February 10, 2023

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: All couples hope for a “happily ever after,” but it’s no secret that money issues Read More...