Reverse mortgage photo depicts a knitted house sitting on a tree stump.

Is a Reverse Mortgage Right for You?

January 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A reverse mortgage is a loan that can provide the homeowner (i.e., the borrower) access to the equity in his or her home without the burden of monthly mortgage payments. Read More...

Charitable gifting image depicts a man and woman holding a present.

Charitable Gifting Strategies

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite Read More...

Advanced directives shows older man in a wheelchair.

Understanding Advanced Healthcare Directives

November 20, 2019

If you became seriously ill and could no longer communicate your wishes, how would you want to be cared for? Which treatments would you want, and Read More...

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Protecting Inheritance for Married Children

November 19, 2019

Statistics suggest that a high percentage of marriages will end in divorce. Although you may not be concerned about your own marriage, are you Read More...

Charitable giving what to do before you donate depicts a man and child touching fingers.

5 Things to Know Before You Donate

November 15, 2019

Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before you donate, even when donating through Read More...

Image for borrower defense to repayment depicts shadow of college graduate.

About Borrower Defense to Repayment

November 6, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Have you heard the term borrower defense to repayment but are not sure what it means? Read More...