Yes no photos with magnifying glass

June 14, 2019

By Kris Maksimovich, AIF®, CRPC®: When it comes to retirement accounts, many investors fail to think about required minimum distributions (RMDs). This oversight can lead to unnecessary tax burdens and other financial issues. In order to Read More...
Financial advisor talking on telephone and looking over financial documents

June 12, 2019

Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Read More...
Hand-drawn recession chart shows prices increasing

June 6, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Recently, the markets have experienced another round of volatility as the worries seem to be piling up. Read More...
Cartoon image of stacks of coins and rocket taking off

June 1, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: As a result of the Affordable Care Act, the Medicare contribution tax has increased for high earners. Read More...
Buy Sell Agreement Shows Business People Discussing a Contract

May 28, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: As a business owner, you focus your time and energy on the growth and daily operation of your business. Read More...
Irrevocable life insurance trusts

May 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for Read More...