by Senior Scene | Mar 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
How Confident are you in Retirement?By: Max Valavanis, CFP® Retirement planning is trickier than ever. Some refer to planning for retirement as creating a map to navigate through this “adventure”. While this metaphor has its uses, a map can be misleading or outdated....
by Senior Scene | Jan 31, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Can adding children’s names to property create problems?By Attorney Truman Scarborough In the last article, we looked at what should be considered before making out right gifts to children. Problems can also be encountered when children are made co-owners of property...
by Senior Scene | Jan 31, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
Max ValaVanis, CFPⓇ In my years helping retirees plan their finances, I am consistently faced with this priority decision: where can we achieve strong returns while minimizing risk? As any Financial Advisor can attest, this is a common question. Unfortunately, many...
by Senior Scene | Dec 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
What needs to be considered before making lifetime gifts? By Attorney Truman Scarborough A full description of estate planning would include the accumulation, preservation, and gifting of property. While most of our lives are devoted to the acquisition and...
by Senior Scene | Dec 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
What’s the Deal with Life Insurance?‘ By: Max Valavanis, CFP® Although it might sound strange, you can compare life insurance to cars. You can have expensive cars, muscle cars, and simple ol’ reliable cars. Life insurance also has many options. However, when you boil...
by Senior Scene | Nov 30, 2024 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
‘Tis the Season for RMDs By: Max Valavanis, CFP® While some seniors gleefully take their distributions for holiday shopping, others will sigh as the unneeded cash drains from their retirement accounts. Despite this, when Uncle Sam dictates that it’s necessary to take...
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