February 14, 2026

February 14, 2026 – Inflation (2.4%) reports as better than expected.  Jobs report (130,000+) better as well – Markets continue on a volatile pattern.  Some federal government shutdown – ICE – More than Money Newsletter available – free – just ask!

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More Than Money with Gene Dickison
February 14, 2026 - Inflation (2.4%) reports as better than expected.  Jobs report (130,000+) better as well - Markets continue on a volatile pattern.  Some federal government shutdown – ICE - More than Money Newsletter available – free – just ask!
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Gene and Alyssa answered questions and explored important topics:

  • He asks what options his wife has when inheriting his IRAs?
  • He asks how to determine the payout from a trust intended for his grandchildren?
  • She wants to give her grandson $25,000 for a house downpayment. Gift restrictions?
  • He is 78 and retiring in March.  Does he have to take RMDs this year?
  • She asks if our More than Money advisors will sell some stock for her?

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  • Meet with our Social Security partner to plan the best S/S strategy for you
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  • 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

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