August 19, 2023 – Remembering 9/11 by Helping Folds of Honor – If someone tells you to change your annuity – call us first for a second opinion! – Andrew Young starts at West Chester University – Sent us your charity golf tournament invites!

More Than Money with Gene Dickison

August 19, 2023 - Remembering 9/11 by Helping Folds of Honor - If someone tells you to change your annuity – call us first for a second opinion! - Andrew Young starts at West Chester University - Sent us your charity golf tournament invites!

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Gene and Alyssa answer tons of listener questions:

• He wants to know if ‘digital currency’ is a done deal?
• Should he borrow against his stock portfolio with a margin loan?
• Her mom is executrix for a New Mexico estate, but has dementia.  What happens now?
• There isn’t enough money in mom’s estate for all her bequests.  What can he as executor do?
• Lots more . . .

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?
• Are you taking too much risk with your investments?
• Is your 401(k) or 403(b) being actively managed for you?

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.