Your Taxes May Be Changing

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....

Are there limitations on what you can do in a Will?

by Senior Scene | Oct 31, 2024 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

Are there limitations on what you can do in a Will? By Attorney Truman Scarborough Anything can be written in a Will, including provisions that are contrary to the law.  The problems are encountered later in probate after the creator of the Will has passed. Some of...

Are 4% Withdrawals Still Feasible In Retirement?

by Senior Scene | Sep 30, 2024 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)

Are 4% Withdrawals Still Feasible In Retirement? By: Max Valavanis, CFP® 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 inflation – from...

Estate Planning Blunders

by Senior Scene | Aug 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Estate Planning Blunders By: Max Valavanis, CFP®   Estate Planning is a beautiful opportunity to designate who you want your assets to go to after you pass. Unfortunately, sometimes the results are not what you intend. Therefore, to effectively pass property to...

Can specific bequests disrupt an estate plan?

by Senior Scene | Aug 1, 2024 | 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...

How Confident are you in Retirement?

by Senior Scene | Jun 30, 2024 | 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 While this metaphor has its uses, a map can be misleading or outdated....