Retirement plan sponsors

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans for employers and employees alike has been passed into law. The bipartisan Setting Every Community Up for Read More...
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 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

A Comprehensive Guide to Retirement was written by Kris Maksimovich, AIF®, CRPC®: As financial advisors, we often find that people share the same 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...