Lori Shaffer, Director of Sales at Morningstar Living’s Moravian Hall Square in Nazareth, PA joins us. Gene and Lori discuss Continuing Care Retirement Community’s and the many questions that come with finding the right care for loved ones.
Gene answers tons of listener questions:
- Local financial advisor sentenced to 17 years in prison!?!
- How does the IRS know if you’re investing in Bitcoin?
- What should she do with $70,000 from the sale of her house?
- He wants to retire soon and his life partner will still work. How do they put this all together?
- Lots more listener questions
Two New Free Services
- Have your current life insurance policies analyzed to see if they fit you or could you do better
- Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
- Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
- Long Term Care Review with our partner Mr. Mike Pompei
- Reverse Mortgage Review with our partner Tiffany Shutta
- Estate Planning Document Review with an attorney in our office
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.