Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
January 24, 2026
January 24, 2026 – Gene thinks the President has it wrong capping credit card interest at 10% – Gene thinks the Greenland deal offers great benefits to America and our allies – It seems Gene has a lot of thoughts . . .
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Gene and Alyssa answered questions and explored important topics:
- He asks if using a HELOC to pay off high interest student loans is a good move?
- She asks what the mechanics are of setting up Qualified Charitable Distributions (QCDs)?
- She wants to help a young woman who lost her car and needs to get to work. Go Fund Me?
- She believes she needs to complete an extensive questionnaire to meet with an advisor. True?
- He is 73, still working, and getting advice on RMDs for his IRA and 401(k). But is it good advice?
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.


