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....
by Senior Scene | Sep 30, 2024 | Featured Article (04), Financial Advice, General Interest, 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...
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...
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...
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 While this metaphor has its uses, a map can be misleading or outdated....
by Senior Scene | Apr 30, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Outliving Your Money By 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...
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