Presented by Kris Maksimovich, AIF®, CRPC®: On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. Once treasury regulations Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Minimizing your potential income taxes requires a regular review of your financial picture and the Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: As a rule, annuities provide the contract owner with certain tax features, such as tax deferral. But as Read More...

For many people, the holidays are a time for giving back—whether that means donating to a favorite charity or helping out a family member Read More...

Presented by Kris Maksimovich, AIF®, CRPC® CExP™:   As a taxpayer, were you disappointed by your last tax return? Perhaps you found out that Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: When it comes to your money, it’s not what you earn, it’s what you keep. Here are some ideas that Read More...