The Transition into Retirement with elderly man and woman leisurely walking along river.

July 12, 2021

Presented by Gerard Longo, AIFA®, CPFA®: As people retire healthier and better educated than ever before, the traditional picture of retirement is changing. Many retirees aren’t ready to settle for an unstructured life full of Sundays. Read More...
Retirement Readiness Guide with elderly couple having breakfast and coffee at a cafe table.

May 1, 2021

Many people share the same concerns about their retirement readiness: Will I run out of money? Should I sell my house or downsize? Can I afford to Read More...
Countdown to retirement shows an hourglass

February 11, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: There’s a lot to consider as you prepare for retirement, so it’s wise to begin Read More...
Yes no photos with magnifying glass

June 14, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: When it comes to retirement accounts, many investors fail to think about required 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...
Seniors shows elderly husband and wife looking at images on a mobile phone.

February 21, 2018

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Who say’s aging isn’t any fun? With age comes wisdom, and a little spare time to organize Read More...