Is It A Bad Time To Retire?

by Senior Scene | Jun 30, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine

Is It A Bad Time To Retire? By: Max Valavanis, CFP® Sometimes retiring can be scary. The concept of an “eternal Saturday” may be exciting for one retiree and just as horrifying for another. As a Certified Financial Planner, many of my clients battle this...

Is It A Bad Time To Retire?

by Senior Scene | May 31, 2023 | Featured Article (03), Financial Advice, General Interest, Magazine

Can Recessions Be Good? By: Max Valavanis, CFP® What a silly question; recessions can never be good. People lose their jobs, companies close their doors, and 401(k)s suffer. So how can a recession be good? I must be a crazy financial advisor even to suggest the idea....

Does It Matter How You Hold Title To Property?

by Senior Scene | Apr 30, 2023 | Featured Article (03), Financial Advice, General Interest, Legal, Magazine

​ Does It Matter How You Hold Title To Property? By Attorney Truman Scarborough This is the third in a series of articles on the different ways title to property can be held. In the first article we discussed the various aspects of an individual holding title in just...

Does It Matter How You Hold Title To Property?

by Senior Scene | Mar 31, 2023 | Featured Article (03), Financial Advice, General Interest, Legal, Magazine

​ Does It Matter How You Hold Title To Property? By Attorney Truman Scarborough This is the second in a series of articles on the ways title to property can be held. We will now look at joint ownership which is commonly used to allow another person to access an...

Does It Matter How You Hold Title To Property?

by Senior Scene | Feb 28, 2023 | Featured Article (03), Financial Advice, General Interest, Legal, Magazine

​ Does It Matter How You Hold Title To Property? By Attorney Truman Scarborough Title to property can be held a number of different ways: individually, jointly with or without survivorship rights, husband and wife as “tenancy by the entirety”, in a corporation, in a...

When Does Diminished Capacity Prevent A Person From Creating An Estate Plan?

by Senior Scene | Jan 31, 2023 | Featured Article (03), Financial Advice, General Interest, Legal, Magazine

​ When Does Diminished Capacity Prevent A Person From Creating An Estate Plan? By Attorney Truman Scarborough Before assisting in the preparation of an estate plan, an attorney must determine that the client has “Testamentary Capacity”. This requires a person...