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Outliving Your Money

Outliving Your Money

by Senior Scene | Jul 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

OUTLIVING YOUR MONEYBy Max Valavanis, CFP® “Do I have enough money to retire?” is an often-asked question I hear. Interestingly, this question is not easy to answer. There are many variables to consider and no advisor has a crystal ball. Retiring too early does have...
Does it matter how you hold title to property?

Does it matter how you hold title to property?

by Senior Scene | Jun 1, 2025 | Featured Article (04), 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.  In this article we will look at joint ownership, which is frequently used to allow another person to...
Mattress Money

Mattress Money

by Senior Scene | May 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Mattress MoneyBy: Max Valavanis, CFP® In recent years, more and more people have been holding onto their money in savings accounts and cash. Understandably.  With the growing concern over the economy, we can feel hesitant to invest. As a Certified Financial Planner™,...
Mattress Money

Over 70% of Americans do not have their estate plans properly set up.

by Senior Scene | Apr 1, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Over 70% of Americans do not have their estate plans properly set up.By: Max Valavanis, CFP® Over 70% of Americans do not have their estate plans properly set up. These are the documents that dictate what happens to you and your possessions when you pass away or...
Mattress Money

How Confident are you in Retirement?

by Senior Scene | Mar 1, 2025 | 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 While this metaphor has its uses, a map can be misleading or outdated....
Does it matter how you hold title to property?

Can adding children’s names to property create problems?

by Senior Scene | Jan 31, 2025 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine

Can adding children’s names to property create problems?By Attorney Truman Scarborough In the last article, we looked at what should be considered before making out right gifts to children. Problems can also be encountered when children are made co-owners of property...
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