Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
August 25, 2025
August 30, 2025 – Gene returns from his daughter’s (Alyssa) wedding in Atlanta – ‘filled with love! – Radiothon for Folds of Honor begins Friday September 6th – More than Money is live at the Ritz Barbeque on Saturday the 7th – please come out and join us
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Gene and Alyssa answer questions including:
- Should he take the annuity being offered by his 401(k) provider? (Spoiler alert – No!)
- He asks what keeps Gene so healthy? (the answer might surprise you)
- She wants to know what is the best way to fund their home improvement projects?
- She asks how she should tell her husband she does not want to sell her business?
- 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.


