January 2, 2020
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
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December 23, 2019
Presented by Kris Maksimovich, AIF®, CRPC®: Minimizing your potential income taxes requires a regular review of your financial picture and the
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December 15, 2019
Presented by Kris Maksimovich, AIF®, CRPC®: As a rule, annuities provide the contract owner with certain tax features, such as tax deferral. But as
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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
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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
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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
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