Inherit a home image shows a toy block wood home on grass

November 7, 2018

Questions to ask when you inherit a home is 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 Read More...
What do you do with a financial windfall?

July 6, 2018

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...
Handle Financial Windfall With Lines and Three Items in a Row

April 25, 2018

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...