Advisor vs. Adviser: What’s the Big Deal?

August 13, 2021

When it comes to the world of financial services and the difference between advisor vs adviser, one simple letter may make a difference. By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: What is the difference between advisor vs adviser? Read More...

Intro to Asset Allocation Depicts sorting colored bottle caps

Introduction to Asset Allocation

August 2, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Asset allocation is the process of dividing your investment dollars among a variety of Read More...

Social Security and Government Pensions: The Windfall Elimination Provision Depicts Elderly Man Walking on Beach.

Windfall Elimination Provision for Pensions

July 19, 2021

If you worked both in the private sector and as a public servant, explore how the Windfall Elimination Provision may reduce your social security Read More...

What do you do with a financial windfall shows man cheering while cash falls from the sky.

What to Do with a Financial Windfall

July 6, 2021

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the Read More...

Digital image of two people exchanging ideas

Q & A for Hiring an Estate Lawyer

July 5, 2021

This list of questions to ask an estate lawyer before hiring them can help guide your selection. Read on for more details. Presented by Kris Read More...

What is an NFT photo depicts wood money blocks.

What the Heck is an NFT?

June 29, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: By now, nonfungible tokens—better known as NFTs—are an almost inescapable part of Read More...