February 10, 2024 – Happy Birthday to Alyssa!  Congratulations to Juliana on her confirmation! – Is your money safer in an IRA or a 401(k)? – Is home title lock insurance important?

More Than Money with Gene Dickison

February 10, 2024 - Happy Birthday to Alyssa!  Congratulations to Juliana on her confirmation! - Is your money safer in an IRA or a 401(k)? - Is home title lock insurance important?

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Gene and Alyssa answer lots of listener questions:

• He has a tenant who can’t pay his rent due to health issues.  How can help?
• How does she know the cost basis of a stock she got through a stock split?
• What can he do about a fraudulent $1,000 charge on his debit card?
• Should he roll his old 401(k) into his current 401(k)?
• Lots more . . .

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.