August 26, 2023 – Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com – Not such great advice for picking a financial advisor – Sent us your charity golf tournament invites!

More Than Money with Gene Dickison

August 26, 2023 - Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com - Not such great advice for picking a financial advisor - Sent us your charity golf tournament invites!

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Gene and Alyssa answer tons of listener questions:

• His wife signed up for Medicare and it messed up her HSA.  Can that be fixed?
• Everyone tells her she should convert her IRA to a Roth.  True or false?  (Spoiler alert – for her, false!)
• Should the lawyer be responsible to penalties on the estate tax?
• Father-in-law has been living with them for two years.  Should he be helping with the expenses?
• Lots more . . .

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• What should you be doing right now?
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