Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
April 4, 2026
April 4, 2026 – Happy Easter! Happy Easter! Happy Easter!!
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Gene and Alyssa answered questions and explored important topics:
- He asks how to handle his mom’s estate when it’s only $10,000?
- He asks how to report to the IRS that he received an insurance reimbursement check?
- She asks how to handle a lump sum retirement?
- She asks how she can regain her ‘identity’ after retiring?
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.