February 21, 2026

February 21, 2026 – Tiny Homes for Grandparents is an interesting trend – Is it for you? – Major market indices show gains for the week – More than Money Newsletter available – free – just ask!

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More Than Money with Gene Dickison
February 21, 2026 - Tiny Homes for Grandparents is an interesting trend – Is it for you? - Major market indices show gains for the week - More than Money Newsletter available – free – just ask!
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Gene and Alyssa answered questions and explored important topics:

  • He offers his 47 years of experience to the car leasing discussion?
  • She wants to explore if Roth IRAs would work for her at age 71?
  • His employer plan is an annuity.  Can he convert that to a Roth?
  • He’s trying to figure out how his Social Security benefits will impact his taxes this year?
  • She asks if leaving money in a 403(b) is better for his kids than a Roth IRA?

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.