Yes no photos with magnifying glass

June 14, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: When it comes to retirement accounts, many investors fail to think about required minimum distributions (RMDs). This oversight can lead to unnecessary tax burdens and other financial issues. In Read More...
Transition into retirement depicting elderly man in front of what's next sign

May 2, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: As people retire healthier and better educated than ever before, the traditional picture of retirement Read More...
Should You Consolidate Your Retirement Accounts? Image of professionals using tablet for analysis.

February 11, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans Read More...
Elder Fraud Image of Woman Reading Credit Card Over the Phone

August 21, 2018

By Kris Maksimovich, AIF®, CRPC®: We are all susceptible to fraud. With elder fraud, scammers often prey on emotions, the potential for a “nest Read More...
Retirement Guide

May 1, 2018

By Kris Maksimovich, AIF®, CRPC®: As financial advisors, we often find that people share the same common questions about retirement: - Will I run Read More...
Social Security Cards

April 19, 2018

Presented by Kris Maksimovich You may have heard that choosing the right social security claiming strategy can help you and your spouse maximize your Read More...