by Senior Scene | Jan 1, 2021 | Featured Article (06), Financial Advice, Legal, Magazine
Beneficiary Mistakes! By Max ValaVanis 321-956-7072 As a financial advisor, I witness a multitude of client mistakes. Usually, they are rectifiable, but sometimes it’s too late, and a disaster occurs. The most notorious shortcoming of an estate plan is inaccurate...
by Senior Scene | Dec 1, 2020 | Featured Article (06), Financial Advice, Legal, Magazine
Creating Income in Retirement By Max ValaVanis 321-956-7072 Guaranteed retirement income is gradually becoming a myth. If you are nearing retirement or recently retired, your generation is most at risk. Across the nation, the tides are turning, and your retirement...
by Senior Scene | Nov 1, 2020 | Featured Article (06), Financial Advice, Legal, Magazine
Estate Planning Blunders By Max ValaVanis 321-956-7072 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. At this point, for obvious reasons, it is too...
Recent Comments