by Senior Scene | May 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Mattress MoneyBy: Max Valavanis, CFP® In recent years, more and more people have been holding onto their money in savings accounts and cash. Understandably. With the growing concern over the economy, we can feel hesitant to invest. As a Certified Financial Planner™,...
by Senior Scene | Apr 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
Brightline Information From Senior Travel Brightline Information: Stops-6 Orlando- West Palm Beach, Ft. Lauderdale, Boca Raton, Adventura, Miami Orlando and Miami are the largest stations with food and beverage, very nice terminals Breakfast and Lunch menus with full...
by Senior Scene | Apr 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Over 70% of Americans do not have their estate plans properly set up.By: Max Valavanis, CFP® Over 70% of Americans do not have their estate plans properly set up. These are the documents that dictate what happens to you and your possessions when you pass away or...
by Senior Scene | Mar 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
When is probate the better way to settle an Estate? By Attorney Truman Scarborough Probate is required when property is titled just in the decedent’s name without any beneficiaries. A will by itself does not transfer property to the heirs. Probate is needed to access...
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 While this metaphor has its uses, a map can be misleading or outdated....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...
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