The SEP IRA: Is This the Best Retirement Plan for Your Business?

March 1, 2021

Presented by Dean Elliott: As a self-employed individual or small business owner, you have the ability to establish a simple and cost-effective retirement plan for you and your employees. There are a few options available, but one you may Read More...
The CARES Act Student Loan Relief Options: Who Benefits and How?

February 23, 2021

UPDATED 02/23/21 Presented by Kevin M. Curley, II, CFP®: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Read More...
Markets Have High Hopes

February 22, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: For the third week in a row, the markets have high hopes as the big picture has continued to Read More...
Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

February 15, 2021

By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Read More...
Kris Maksimovich Forbes Best-in-State

February 11, 2021

Global Wealth Advisors, a provider of financial services in the Dallas Fort Worth Metroplex in Texas, announced that Kris Maksimovich has been named Read More...
The SIMPLE IRA: Is This the Best Retirement Plan for Your Business?

February 8, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As an employer with 100 or fewer employees, you have the ability to establish a simple and Read More...