by Senior Scene | Oct 31, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine
Outliving Your Money By Max Valavanis, CFP® “Do I have enough money to retire?” is one of the most often asked questions I hear. Interestingly, this question is not easy to answer. There are too many variables to consider and no advisor has a crystal ball. Retiring...
by Senior Scene | Oct 31, 2023 | Featured Article (04), Financial Advice, General Interest, Magazine
What should be considered when excluding a child in your estate plan? By Attorney Truman Scarborough Except for certain rights minor children have in the home, Florida Law does not require that any part of your estate go to your children. This is not the case with the...
by Senior Scene | Oct 1, 2023 | Featured Article (04), Financial Advice, General Interest, Magazine
Can adding children’s names to property create problems? By Attorney Truman Scarborough In the last article, we looked at issues that should be considered before making out right gifts to children. Problems can also be encountered when children are made co-owners of...
by Senior Scene | Oct 1, 2023 | Financial Advice, General Interest, Magazine, Top Story (C)
Combating Inflation for Seniors By Max Valavanis, CFP® Why is a gallon of gasoline up over a dollar from a year ago, and why are house prices skyrocketing to unbelievable levels? Of course, the simple answer is inflation, but why is this happening? The U.S. Bureau of...
by Senior Scene | Aug 31, 2023 | Featured Article (04), Financial Advice, General Interest, Magazine
CD 2.0 By: Max Valavanis, CFP® A Certificate of Deposit (CD) is generally a Federal Deposit Insurance Corporation (FDIC) insured loan to a bank. Once the customer deposits the money into the bank, they will receive a “certificate” or “promissory note.” This...
by Senior Scene | Aug 31, 2023 | Financial Advice, General Interest, Magazine, Top Story (C)
What needs to be considered before making lifetime gifts? By Attorney Truman Scarborough A comprehensive description of estate planning would include the accumulation, preservation, and gifting of property. While most of our lives are devoted to the acquisition and...
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