Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- He needs to understand how income funds can produce dividends, but do so poorly overall?
- She asks how she should make changes to her will?
- He and his wife own I-bonds and want to know if they should keep them?
- He wants to know how to go about ‘being the bank’ and financing the sale of a home to his tenants?
- 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.