April 18, 2026

April 18, 2026 – Major stock market indices continue rebound – Income tax refunds up significantly this year – Would you prefer a small/no or large tax refund?

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
April 18, 2026 - Major stock market indices continue rebound - Income tax refunds up significantly this year - Would you prefer a small/no or large tax refund?
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Gene and Alyssa answered questions and explored important topics:

  • He asks how best to go about purchasing his mother’s home?
  • He asks what to do with a trust that was established in 2007, but never funded?
  • She asks how to best help her musician son who has no retirement plan?
  • She asks how the IRS handles amended returns and how far back can she go?

Free Second Opinion Meetings

  • Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
  • Meet with our Social Security partner to plan the best S/S strategy for you
  • Meet with our estate planning attorney partner to review your estate plans – if you have any
  • Meet with our insurance partner to review your life or long term care coverages
  • Discover how to have your 401(k) professionally managed without leaving your company plan

Schedule a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email ([email protected]) to schedule your time with us.