Inherit a home image shows a toy block wood home on grass

5 Questions to Ask When You Inherit a Home

November 7, 2021

Questions to ask when you inherit a home is presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Buying a home is one of the most stressful experiences and biggest financial commitments of many people’s lives. But inheriting a Read More...

Introduction to Capital Gains Tax

October 1, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet Read More...

Repositioning assets to pay for long-term care shows man drawing arrows out from a box on a laptop

Paying for Long-Term Care

September 20, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Today, people are living longer than ever but not always in the best of health. In fact, Read More...

Choosing an entity for your business photo shows business man and woman working on laptops.

Choosing a Business Entity

September 13, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing Read More...

Determining the basis of inherited property shows a man and woman handing a stack of cash to another man.

Inherited Property Stepped Up Basis

August 23, 2021

Presented by Ben Murphy, CPA, PFS™, CPFA® : The basis of property inherited upon death is traditionally known as the fair market value (FMV) on Read More...

ETF Basics

August 16, 2021

Presented by Kevin M. Curley, II, CFP®: Since the first exchange traded fund (ETF) was introduced to the market in 1993, exchange-traded products Read More...