Megan Smale is our new Director of Client Communications. Megan is a Susquehanna University graduate and immensely skilled in the many ways we share important information with our More than Money family. Megan has been working hard on our two TV shows, our Saturday radio shows, this very newsletter, our LinkedIn and Facebook efforts and lots, lots more. Her plate is very full. Please say hello to Megan when you are able. If you notice a resemblance to Diane – there may be a good reason.
We’re asking for your help. If you can sponsor with matching money that is amazing and appreciated. If you can donate $10 we will find a way to get that doubled to $20 or more. Every effort large and small will help us help more families of our military get the education they need to change lives forever.
Please help by sending Gene an email (Gene@AskMtM.com)
And tune into PBS39 on Tuesday evening at 7:30 starting September 8th for a new season of More than Money!
Tune into BRC-TV13 on Thursday evenings at 7 for premiere broadcasts of our shows and throughout the week for replays.
More than Money Initiative for Curb Side Voting
Stay in your car, stay socially distanced, stay masked, but show up in person, check in (as always) with the poll workers to verify your registration, pull forward and vote from your car. No harder than working an ATM machine.
Opportunity for fraud and manipulation goes out the (car) window.
What do you think?
If you have questions or comments, please send them to Gene@AskMtM.com
Thomas Jefferson – if you are a loyal reader of More than Money the Newsletter you know that I have quoted Thomas Jefferson (or Tom as I’m allowed to call…... Read Article
“What will happen to the American economy/stock market after the election?” This is the question on the minds of many Americans. Many of the answers they are getting are intentionally…... Read Article
More than Money/MtM offices are open to receive you. We have missed seeing both our current clients and our hope-to-be clients in our office. We have a system in place…... Read Article
“My aunt is 90 and has been a client of yours for many years – at least 20. I recently retired and asked her about her experience with you. She said she…... Read Article
“My wife passed away suddenly last November. She had a 401(k) at her job, an IRA, and a life insurance policy. All together it’s a little more than $360,000. I didn’t do anything…... Read Article
“You’ve talked on your radio show about kids being forced to pay for their parents nursing home care. My brother and I talked to our mom and dad about this. Neither of…... Read Article
Privilege – a special right, advantage, or immunity granted or available only to a particular person or group. In America today, the word privilege carries a significant emotional charge. It…... Read Article
“Is a Will Ever Useless?” No, but – in some cases – not very useful. Everyone knows you should have a will. Not everyone knows that relying on your will…... Read Article
“How can I get my kids on the right financial track?” You could try texting them. Just kidding – kind of. You (knowing what you know now) wish you could…... Read Article
“We’re looking for a financial advisor. My husband listens to your show while driving for work on Saturday mornings. My friend has suggested her financial advisor, but sounded a little ‘underwhelmed’. Are there…... Read Article
“I have an investment portfolio of high quality stocks. The dividends they pay are about 2% of their share prices. How can financial advisors be telling people they can withdraw 4% per…... Read Article
“I’m 64 and have been retired for just over two years. I have an IRA that holds my 401(k) rollover with about $385,000. I want to start taking my monthly distributions in…... Read Article
“Last year, my wife and I realized our dream. We sold our PA home and our little shore house and we moved to a great new home at the shore. Everything went…... Read Article
“We’ve lived in our home for almost 30 years. Now we’re moving and have it under contract for sale. Our problem is our property has our home and also a small…... Read Article
“Is it permissible to use my daughter’s 529 plan to pay off her student loans?” As of January 1, 2020 the answer is now yes . . . sort of.…... Read Article
Daniel J. Boorstin (1914-2004), was an American historian who taught at the University of Chicago. He was also prolific writer who produced some exceptionally thoughtful and detailed books. These included…... Read Article
“My wife and I sold our home and are buying a smaller one. We’re using the proceeds from the sale to almost pay for our new home. We’re about $35,000…... Read Article
“Does using a Fixed Index Annuity (FIA) make sense inside my IRA?” It depends. What is your goal for taking such a step? If your goal is income tax sheltering –…... Read Article
Light at the End of the Tunnel? This is what I wrote in January to someone asking me what I thought the future would bring: “So you think I am…... Read Article
The CARES Act Summary The CARES Act (Coronavirus Aid, Relief, and Economic Security Act) is a $2 trillion package intended to provide relief to taxpayers and employers from the effects of government…... Read Article
What we know . . . As I write this to you the markets have not yet opened for the first trading day of March. As you are reading this you…... Read Article
John Yurconic on the set of More than Money... Read Article
On the set of More than Money with Macho Velez... Read Article
On the set of More than Money with Sue Yee.... Read Article
“Last year the stock market did great. With the impeachment and election what’s it going to do this year?” So you think I am psychic. Or you think someone is psychic and…... Read Article
Friendship is a beautiful thing. I recently saw a statement that said (approximately) ‘friendship is the sweetener of life’. The longer I am allowed to enjoy this spinning green world the…... Read Article
Just getting ready for our appearance on More than Money with Elaine Zelker.... Read Article
Soren Kierkegaard, a Danish philosopher and theologian of the mid-19th century wrote some of the most interesting and challenging ideas of this time. He also was dedicated to walking. Simply walking. A simple…... Read Article
Passed at the end of December 2019 as part of the government spending bill, the SECURE Act brings multiple changes to how you and I can and will use IRAs…... Read Article
On the set of our TV show with Jamie Musselman.... Read Article
Joe Mascari joins Gene on the set of PBS39’s More than Money. ... Read Article
“Our daughter did a great job in college. She did so well in her major that she got more grants each year than we planned. We have some money (almost…... Read Article
Several years ago I wrote my December newsletter to all of you and came to this segment sharing words as powerful tools for American freedom. At that time I was…... Read Article
Shawnee Inn’s Kirkwood Family joins Gene on the set of PBS39’s More than Money.... Read Article
It’s Chock Full of Info to Help You Achieve Financial Peace of Mind At MtM Financial Group, we are firm believers in the importance of good communication. So we are…... Read Article
Lots of initials – IRA, RMD, and QCD. What all those letters might spell is big tax savings if you qualify. A Qualified Charitable Distribution (QCD) is a withdrawal from your IRA…... Read Article
Sounds too good to be true? Sounds like something you would hear on a TV infomercial at 3 a.m. Right before the host yells at you through the screen, “But…... Read Article
Capitalism is one of the foundational elements that makes America great. The “American Dream” is not based on a socialist “see how much we can get without working” philosophy. The…... Read Article