Latest articles by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®
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Five Ways to Get Key Employees to Ride Out Big Changes
Business transitions can be difficult on workers, but company owners can take steps to incentivize key employees to stick around during times of change.
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What Assets Should You Put (or Not Put) in Your Trust?
estate planning A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. While some assets belong in a trust, what assets cannot be placed in a trust?
estate planning -
Is Securities-Based Lending a Good Idea?
investing Securities-based lending may be a quick way to lay your hands on some cash, but you should be aware of the potential for risk.
investing -
How to Create a Retirement Income Stream
Investing for Income Replacing your paycheck in retirement takes planning. Here are two popular approaches to creating an income stream and the types of assets required to fuel them.
Investing for Income -
‘Advisor’ vs. ‘Adviser’: What’s the Big Deal?
personal finance You’ve seen the term written both ways, so which one is right – and can one simple letter make a difference in the credentials of the financial professionals you work with? Here’s the backstory of how the two terms diverged and what it could mean for you.
personal finance -
Guiding Your Company with Business Continuity Planning
small business As they say, if you fail to plan, you’re planning to fail. And you don’t want your business to fail, so get planning! Here are some concepts to keep in mind as you get started.
small business -
Should We Be Worried about Inflation?
economy Several conditions in today’s economic environment are right for a brewing storm of inflation. What’s going on, and should you take action?
economy
