by Senior Scene | Dec 31, 2023 | Financial Advice, General Interest, Magazine, Top Story (C)
Finding the Proper Financial Guidance By: Jason ValaVanis, CFP® Everyone knows someone who’s tried to plan their retirement themselves. Diving into the world of personal finance is like trying to assemble IKEA furniture without the instructions—confusing and...
by Senior Scene | Nov 30, 2023 | Financial Advice, General Interest, 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 | Nov 30, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine
Legacy Gifting For The Holidays! By: Jason ValaVanis, CFP® Whether it’s for your Christmas, your Hanukkah, or your Kwanzaa – it’s the time for generosity. Every year we possess the same opportunity to escape from the grind of frugality, and...
by Senior Scene | Oct 31, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine
Outliving Your Money By Max Valavanis, CFP® “Do I have enough money to retire?” is one of the most often asked questions I hear. Interestingly, this question is not easy to answer. There are too many variables to consider and no advisor has a crystal ball. Retiring...
by Senior Scene | Oct 31, 2023 | Featured Article (04), Financial Advice, General Interest, Magazine
What should be considered when excluding a child in your estate plan? By Attorney Truman Scarborough Except for certain rights minor children have in the home, Florida Law does not require that any part of your estate go to your children. This is not the case with the...
by Senior Scene | Oct 1, 2023 | Featured Article (04), Financial Advice, General Interest, Magazine
Can adding children’s names to property create problems? By Attorney Truman Scarborough In the last article, we looked at issues that should be considered before making out right gifts to children. Problems can also be encountered when children are made co-owners of...
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