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...
by Senior Scene | Nov 30, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, 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...
by Senior Scene | Oct 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Your Taxes May Be Changing By: Max Valavanis, CFP® Inflation has taken its toll on all of us one way or another. Whether you’re worried about an $8 Big Mac or having to take out a loan for a “seemingly” overpriced A/C unit, most Americans are feeling it’s effects....
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