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...

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...

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...

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...

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...

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...