What needs to be considered before making lifetime gifts?

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...

Are Seniors too Risky?

by Senior Scene | Jul 31, 2023 | Financial Advice, General Interest, Magazine, Top Story (B)

Are Seniors too Risky? By: Max Valavanis, CFP® When was the last time you rode a roller coaster? For most seniors, the answer would be years or even decades. The appeal for flying around on a guided bullet doesn’t linger long for many senior citizens. Why would it?...

Why Won’t The Attorney Talk With Me?

by Senior Scene | Jul 31, 2023 | Featured Article (04), Financial Advice, General Interest, Magazine

Why Won’t The Attorney Talk With Me? By Attorney Truman Scarborough When friends are more than willing to share their opinions and give advice, it may appear strange if an attorney refuses to talk about a legal problem.  However, attorneys can be ethically or legally...

Are there limitations on what you can do in a Will?

by Senior Scene | Jun 30, 2023 | Featured Article (04), Financial Advice, General Interest, Magazine

Are there limitations on what you can do in a Will? By Attorney Truman Scarborough Anything can be written in a Will, including provisions that are contrary to the law.  The problems are encountered later in probate after the creator of the Will has passed. Some of...

Is It A Bad Time To Retire?

by Senior Scene | Jun 30, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine

Is It A Bad Time To Retire? By: Max Valavanis, CFP® Sometimes retiring can be scary. The concept of an “eternal Saturday” may be exciting for one retiree and just as horrifying for another. As a Certified Financial Planner, many of my clients battle this...

Homelessness and Affordable Housing

by Senior Scene | Jun 30, 2023 | Community, Financial Advice, General Interest, Magazine, Senior News, Top Story (B)

    Homelessness and Affordable Housing by Joe Steckler President, Helping Seniors of Brevard   I have been writing about homelessness and affordable housing for several years, but it does not seem to matter to those in Brevard County powerful enough to make...