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 natural inclination of people is to help others. That’s because they have an innate desire 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...

Presented by Kris Maksimovich  With every news story about the latest Powerball jackpot, it’s only natural to wonder, “What would I do if I won Read More...

Presented by Kris Maksimovich  On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: The primary purpose of life insurance is to provide financial security for families and businesses. But Read More...