by Senior Scene | Nov 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Can specific bequests disrupt an estate plan?By Attorney Truman Scarborough A specific bequest can be a sum of money, the home, a car, shares of stock, jewelry, etc. that is given to a particular individual. It allows an estate plan to better reflect personal desires...
by Senior Scene | Nov 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
CREATING INCOME IN RETIREMENTBy: Max ValaVanis, CFPⓇ, CFS For nearly a century pension plans were the backbone to the American retirement system. Millions of retirees relied on the steady income flowing from their former employer’s pensions as they aged. This...
by Senior Scene | Oct 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
When should a Beneficiary’s inheritance be held in trust? By Attorney Truman Scarborough Sometimes it is best to place a beneficiary’s inheritance in a trust to be controlled and managed by a responsible individual. These beneficiary trusts are created either as...
by Senior Scene | Oct 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
The Big Ask … Joe Steckler, our fearless founder was all about making lives better for Senior, established the Helping Seniors Car Raffle fundraiser years ago as a fun way to folks to support the work of our growing charity. This year, the 9th Annual Car Raffle is...
by Senior Scene | Sep 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
Who has to pay the bills when someone dies?By Attorney Truman Scarborough No one is obligated to pay a decedent’s debts unless he/she has agreed to be personally responsible. Paying the decedent’s creditors is part of the probate process with beneficiaries of...
by Senior Scene | Sep 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Are 4% Withdrawals Still Feasible in Retirement?By Max ValaVanis, CFP®, CFS® Since 1994, many financial advisors have considered the 4% withdrawal rule gospel. A rule that could be written in stone. It’s simple; every year, a retiree can pull 4% – plus...
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