Gene and Alyssa answered lots of listener questions.
Our entire More than Money team greeted our visitors to our More than Money World Headquarters.
Santa Claus, Mrs. Claus (Holly), his elf, and a living Christmas Tree were in full Christmas spirit.
Gifts for adults, kids, and dogs (thanks to Duke’s Delights) were cheerfully given.
And you were all so generous in your gifts to the Children’s Home of Easton.
We are still tallying the total, but please know how grateful we are to all of you at this time of the year.
Two New Free Services
- Have your current life insurance policies analyzed to see if they fit you or could you do better
- Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
- Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
- Long Term Care Review with our partner Mr. Mike Pompei
- Reverse Mortgage Review with our partner Tiffany Shutta
- Estate Planning Document Review with an attorney in our office
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?
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.