Presented by Kris Maksimovich, AIF®, CRPC®: Buying a home is one of the most stressful experiences and biggest financial commitments of many people’s lives. But inheriting a home from a parent or relative can be equally stressful and Read More...

By Kris Maksimovich, AIF®, CRPC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the second generation. Read More...

Presented by Kris Maksimovich  With every news story about the latest Powerball jackpot, it’s only natural to wonder, “What would I do if I won Read More...