December 6, 2025

December 6, 2025 – More than Money Christmas Open House – New Record for Funds Raised for the Children! – The More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
December 6, 2025 - More than Money Christmas Open House – New Record for Funds Raised for the Children! - The More than Money family welcomes you to our home for the holidays - Help us raise funds for the Children’s Home of Easton!
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Gene and Alyssa answered questions and explored important topics:

  • He is 80 and wants to know how best to protect his 401(k)?
  • She wants to know if paying for family vacations is treated as gifts by the IRS?
  • She sold her home and wants to know if that will increase his Medicare premiums?
  • He is using the National Guard to graduate debt free from college and have buckets of cash!
  • She wants to know how to establish a long term relationship with a trusted advisor?

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.