Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
August 16, 2025
August 16, 2025 – Tariffs seem to be operating well, generating revenue, little impact on inflation – Trump/Putin summit seems to have produced the potential for peace in Ukraine – Alyssa wins women’s longest drive contest at BML golf tournament!
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Gene and Alyssa answer questions including:
- She asks how to get the best price when buying a car?
- He asks what the probate process is and how to navigate that process?
- She wants to know if an investment in cryptocurrency is appropriate for folks 80 years old?
- He asks how much of his retirement money should be in bonds since he is 64 years old?
- 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.


