Three Mistakes Seniors Make in Retirement:

by Senior Scene | Aug 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

Three Mistakes Seniors Make in Retirement:By: Max ValaVanis, CFPⓇ, CFS Retirement is a major milestone. For many, it’s the reward for decades of hard work and saving. Even then, the most diligent savers and investors can stumble when it comes to protecting their...

Does it matter how you hold title to property?

by Senior Scene | Aug 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Does it matter how you hold title to property?By Attorney Truman Scarborough This is the fourth in a series of articles on how an estate plan can be impacted by the way property is titled. In the last article we explored how holding property in a Revocable Living...

Outliving Your Money

by Senior Scene | Jul 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

OUTLIVING YOUR MONEYBy Max Valavanis, CFP® “Do I have enough money to retire?” is an often-asked question I hear. Interestingly, this question is not easy to answer. There are many variables to consider and no advisor has a crystal ball. Retiring too early does have...

Does it matter how you hold title to property?

by Senior Scene | Jul 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

Does it matter how you hold title to property?By Attorney Truman Scarborough This is the third in a series of articles on the different ways title to property can be held. In the first article we discussed the various aspects of an individual holding title in just...

Investing in Gold: A Timeless Asset

by Senior Scene | Jun 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

Investing in Gold: A Timeless AssetBy: Max ValaVanis, CFPⓇ Gold has captivated human interest for millennia, not only for its beauty but also for its unique physical and chemical properties. These characteristics have made it invaluable in various industries, from...

Does it matter how you hold title to property?

by Senior Scene | Jun 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Does it matter how you hold title to property?By Attorney Truman Scarborough This is the second in a series of articles on the ways title to property can be held.  In this article we will look at joint ownership, which is frequently used to allow another person to...