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...
Mortgage Interest Deductions With Calk Drawing of House on Road

February 22, 2018

Presented by Kris Maksimovich With its passage in December 2017, the Tax Cuts and Jobs Act (TCJA) changed the deductions for interest on mortgage and Read More...
Image of House

October 27, 2017

Presented by Kris Maksimovich  After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or Read More...
Second home with ocean view and palm trees

March 6, 2015

Presented by Kris Maksimovich, AIF®, CRPC®: Spending the cold winter months someplace warm is a goal for many Americans—especially during their Read More...