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...

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...

Employer Sponsored Plans with metal plaque with hands shaking.

Employer Sponsored Retirement Plans

March 4, 2020

By Tom Kennedy, CFP® Today, there are basically two types of categories for employer sponsored retirement plans. The first is a defined benefit that Read More...

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 Read More...