Does it matter how you hold title to property?

by Senior Scene | Aug 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 fourth in a series of articles on how an estate plan can be impacted by the way property is titled. In the last article we explored how holding property in a Revocable Living...

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?

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

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™,...

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...

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 While this metaphor has its uses, a map can be misleading or outdated....