Blog

“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

We have received so very many kind words and well wishes on our new PBS39 television show – More than Money with Gene Dickison.  Thank you all. As of this writing, our…... 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

Our January 11th Historic Radio Event – Safeguard Your Financial Future through Elections and Recessions was heard by tens of thousands and ‘attended’ by hundreds through our on-line tools. If you attended,…... Read Article

Joe Mascari joins Gene on the set of PBS39’s More than Money. ... Read Article

We are so excited to share the news with everyone in our More than Money family.  Our More than Money TV show now lives on Sesame Street! Beginning January 7,…... 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

We don’t want you to miss our annual More than Money Holiday Event!  On Dec. 7 we invite you to join us at our More than Money World Headquarters – in…... 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

For many taxpayers the idea of investing in a tax shelter sounds like a quick trip to an IRS audit – or worse.  But this tax shelter, of sorts, is…... 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