by Senior Scene | Apr 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
Guarding your Nest Egg:By: Max ValaVanis, CFP® Medieval kings built moats and hired knights to protect what they spent a lifetime accumulating. You probably don’t have a moat, but protecting your retirement assets requires just as much strategy. Often seniors come to...
by Senior Scene | Mar 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
What is Probate?By Attorney Truman Scarborough This is the second in a series of articles on probate. When someone dies, assets titled just in the decedent’s name without beneficiaries are frozen. A Power of Attorney does not help, since it ends when the creator dies....
by Senior Scene | Feb 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
What is Probate?By Attorney Truman Scarborough This will be the first in a series of articles on the probate process. When someone dies, assets titled just in the decedent’s name without beneficiaries are frozen. No one can sign the deceased person’s name on checks,...
by Senior Scene | Jan 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
Do you Need a Financial Plan?By Max ValaVanis, CFP©, CFS I’m currently going through the dreadful process of painting the interior of my house, and the multitude of greens on the color palette astounds me. When I proudly walked into the store, I was under the...
by Senior Scene | Dec 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
What Happens if a Beneficiary Dies?By Attorney Truman Scarborough All of our beneficiaries (those who inherit our estates) will someday die. Not planning for what will happen if a beneficiary dies can have unexpected and costly consequences. In this article we will...
by Senior Scene | Nov 1, 2025 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
CREATING INCOME IN RETIREMENTBy: Max ValaVanis, CFPⓇ, CFS For nearly a century pension plans were the backbone to the American retirement system. Millions of retirees relied on the steady income flowing from their former employer’s pensions as they aged. This...
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