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Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- How does he find a quality advisor for a friend who lives out of state?
- Does she owe tax on a $150,000 inheritance she received from a friend?
- Should he pay off his mortgage or secure an annuity to do that over time?
- Her daughter is 27. Can she set up an appointment with an MtM advisor?
- 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.