Credit Monitoring May Not Be Enough depicts woman's eye across 25 screens set in rows

September 10, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: According to TransUnion, 19 people fall victim to identity theft every minute! With a statistic like that, it may be only a matter of time before you, too, become a victim. So is there anything Read More...
Planning guide for unmarried couples.

September 4, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: No one likes to think about death, disability, or a breakup, but planning for the unexpected can help Read More...
Asset protection plan image shows stacked stones in splashing water.

July 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes Read More...
Digital image of two people exchanging ideas

July 5, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Before hiring an estate planning attorney, there are a variety of factors to take into account, Read More...
Planning Checklist With Pink Highlighter Checking Off Boxes on Paper

December 21, 2018

Presented by Kris Maksimovich, AIF®, CRPC®:  As 2018 draws to a close, it’s time to begin organizing your finances for the new year. To help you Read More...
Inherit a home image shows a toy block wood home on grass

November 7, 2018

Questions to ask when you inherit a home is presented by Kris Maksimovich, AIF®, CRPC®: Buying a home is one of the most stressful experiences and Read More...