Real estate and self-directed IRAs depicts new sprout growth coming out of dirt.

Self Directed IRA Real Estate

January 18, 2021

Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a tax-deferred retirement vehicle, and the same limits and rules apply to each. With self-directed IRAs, however, you can diversify your Read More...

401k Loan: Borrowing from Your Future

January 4, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you need funds to cover an unexpected expense, taking a 401(k) loan from your account Read More...

3 Approaches Business Owners Can Use for Planning depicts female business owner standing outside a stone building.

3 Business Planning Approaches Owners Can Use

December 26, 2020

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique Read More...

Dividing Retirement Assets at Divorce

November 16, 2020

Presented by Ben Murphy, CPA, PFS™, CPFA® : For many couples, retirement assets represent a significant portion of net worth. To split assets Read More...

Consider the Financial Implications of Restricted Stock Units

How Do Restricted Stock Units Work?

October 26, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Companies are shifting to RSUs because they are administratively convenient, are easy Read More...

Estate Planning Update shows man pointing at financial planning graph.

How the SECURE Act Affects an Inherited IRA

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Read More...