Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
April 25, 2026
April 25, 2026 – Gene, Alyssa, and the More than Money team back from a conference in Nashville – Major market indices gain for 4th consecutive week – A financial “pundit” takes shots at Dave Ramsey for all the wrong reasons
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Gene and Alyssa answered questions and explored important topics:
- She asks if converting to a Roth IRA is a good idea for her?
- She asks if the new senior deduction can shelter the interest on I Bonds?
- She asks if hybrid Long Term Care Insurance policies are still available and a good idea?
- She discovered her IRA RMDs have not been done correctly. Now what?
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.


