Gene and Alyssa answer tons of listener questions:
- He’s 96 and loves reading Gene’s newsletters.
- Can she make gifts electronically? (spoiler alert – yes!)
- Should their son – who’s just getting started investing for his future – start with gold? (in a word – no!)
- What changes would we make to this 76-year-old’s investments? (spoiler alert – none!)
- 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?
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
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.