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 many forms, for every type of individual. It starts with building a foundation of 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

Presented by Kris Maksimovich, AIF®, CRPC®: Buying a home is one of the most stressful experiences and biggest financial commitments of many Read More...
Everyone Needs an Estate Plan With Smiling Couple Meeting With Financial Planner

October 30, 2018

By Kris Maksimovich, AIF®, CRPC®: If estate planning conjures up thoughts of rambling estates, stables and riding gear you’re missing the point Read More...
Year End Financial Checklist

October 15, 2018

Download your printable 2018 year end financial planning checklist by clicking on the image. Read More...