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Gene and Alyssa answer questions:
- He asks how best to time the stock market? (Spoiler alert – you can’t)
- He asks how social security benefits change from age 67 to age 70?
- He asks us to convince his wife to move to a smaller home? (Spoiler alert – we can’t)
- He asks where to invest $100,000? (Spoiler alert – it depends)
- And we are still feeling very, very blessed
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.