
August 28, 2019
Presented by Kris Maksimovich, AIF®, CRPC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust cannot be created without it. One advantage of creating a trust is that the grantor can have it tailored to
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August 3, 2018
By Kris Maksimovich, AIF®, CRPC®: The job market may have improved over the past year or so, but for recent college grads, it may still offer
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April 13, 2018
Presented by Kris Maksimovich When we think of today’s entrepreneurs, young technology developers like Mark Zuckerberg, creator of Facebook, or
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March 12, 2018
Presented by Kris Maksimovich Most working Americans have only one source of steady income before they retire: their jobs. When you retire, however,
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January 19, 2018
Presented by Kris Maksimovich Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant.
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