Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
December 20, 2025
December 20, 2025 – Diane ‘If that is her real name’ celebrates her birthday today! – Merry Christmas and Happy Birthday to Jesus – Take some time to plan your finances for 2026!
/
RSS Feed
Gene and Alyssa answered questions and explored important topics:
- They sold their home and are renting in retirement. Is this a wise financial choice?
- She reports that 4 students at Moravian University receive Folds of Honor scholarships.
- She asks what is the best idea to use the $10,000 her mom gifted her?
- He asks multiple questions about the proper way to use beneficiary designations on his accounts?
- They want to retire next August. What should they be doing now?
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.


