January 17, 2026

January 17, 2026 – Their mom is 88 and needs help – can they keep the family home in the family? – He wants to understand how to best use the new $6,000 senior deduction – He wants to make substantial gifts to his children without paying lots of taxes


Share
2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
January 17, 2026 - Their mom is 88 and needs help – can they keep the family home in the family? - He wants to understand how to best use the new $6,000 senior deduction - He wants to make substantial gifts to his children without paying lots of taxes
Loading
/

Gene and Alyssa answered questions and explored important topics:

  • She wants to know if her self-employment income qualifies for a Roth IRA?
  • She asks how to figure the taxable gain on a property that is her home and business?
  • He needs help calculating the tax on the sale of his home after his divorce?
  • His CD rates are dropping from over 5% to under 4%.  What alternatives does he have?
  • He observes that Venezuelan oil could help cut inflation in America?

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.