Trust income tax depicts a businessman writing.

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 Read More...
Recent College Grads With Two Graduate Women Hugging After Ceremony

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 Read More...
Small Business Owners in Book Store

April 13, 2018

Presented by Kris Maksimovich When we think of today’s entrepreneurs, young technology developers like Mark Zuckerberg, creator of Facebook, or Read More...
Estate Planning Total Approach With Retirees Meeting a Financial Advisor

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, Read More...
Pay Gap Can Lead to a Retirement Gap With Business Woman Standing Near Stairs in Office

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. Read More...