Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- Are there some things he should know about buying a new truck?
- Is he being scammed on a boat buy out of Florida?
- Does it ever make sense to take social security before age 70?
- Since IRAs have less protection than 401(k)s should we avoid rolling funds over into IRAs?
- 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.