July 12, 2025

July 12, 2025 – Happy Birthday to Annabelle’s momma, Ali! – Invest in You Ran for LAMN – Thank you to everyone who came out and supported LAMN! – Broad stock market returns continue impressive runs

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More Than Money with Gene Dickison
More Than Money with Gene Dickison
July 12, 2025 - Happy Birthday to Annabelle’s momma, Ali! - Invest in You Ran for LAMN – Thank you to everyone who came out and supported LAMN! - Broad stock market returns continue impressive runs
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Gene and Alyssa answer questions including:

  • He asks if what’s going on in Washington D.C. affects how we invest money for clients?
  • She wants to know if at age 75 she can get help investing a modest amount of money?  (Yes!)
  • He wants to know how Medicaid ‘claws back’ gifts that were made before needing care?
  • He wants to know how the new BBB ‘senior deduction’ will work for him and his bride?
  • And we are still feeling very, very blessed

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.