IRS withholding tool photo shows tax documents and calculator

September 30, 2019

Presented by Kris Maksimovich, AIF®, CRPC®:   As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was Read More...
Invest for the long term depicts overhead view of financial advisor with financial charts and documents on desk.

September 27, 2019

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...
Trust income tax depicts a businessman writing.

August 28, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust cannot be created Read More...
Benefits of Private Foundations and Charitable Giving Image Shows Woman's Arm Coming Out of Laptop Computer Screen and Shaking a Hand in Partnership

November 13, 2018

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The Read More...
What do you do with a financial windfall?

July 6, 2018

By Kris Maksimovich, AIF®, CRPC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the second generation. Read More...
Is Your 401(k) Accurate, Showing Calculations Being Made on Calculator

June 28, 2018

Presented by Kris Maksimovich: We all know that federal income taxes are withheld from our paychecks. But are you aware of the degree of control you Read More...