August 9, 2025

August 9, 2025 – More than Money has raised more than $10,000 for Valley non-profits playing golf this summer – Stock markets show remarkable resilience in the face of multiple economic uncertainties – Should you be talking to your parents about their estate plans?  It depends!

Share
2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
August 9, 2025 - More than Money has raised more than $10,000 for Valley non-profits playing golf this summer - Stock markets show remarkable resilience in the face of multiple economic uncertainties - Should you be talking to your parents about their estate plans?  It depends!
Loading
/

Gene and Alyssa answer questions including:

  • He asks if he should transfer his home into a trust?
  • He asks about CD rates and where interest rates might be going?
  • She wants to know if banks require forms to show Powers of Attorney?
  • He asks if he can name multiple beneficiaries on his IRA?
  • 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.