SECURE Act depicts community of people

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 Read More...
Tax Strategies

December 23, 2019

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

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 Read More...
Season Giving Strategies Image of Colorful Presents

November 4, 2019

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...
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 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...