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 Read More...

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 Read More...

Presented by Kris Maksimovich When we think of today’s entrepreneurs, young technology developers like Mark Zuckerberg, creator of Facebook, or Read More...

Presented by Kris Maksimovich Most working Americans have only one source of steady income before they retire: their jobs. When you retire, however, Read More...

Presented by Kris Maksimovich Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. Read More...