July 18, 2026

July 18, 2026 – When was the last time you updated you estate planning documents? – More than Money Newsletter available now for the asking – email [email protected] – When is the absolutely the best time for you to start taking your Social Security?

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More Than Money with Gene Dickison
July 18, 2026 - When was the last time you updated you estate planning documents? - More than Money Newsletter available now for the asking – email [email protected] - When is the absolutely the best time for you to start taking your Social Security?
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Gene and Alyssa answered questions and explored important topics:

  • He asks if he can take a tax deduction for the sales tax on his new car?
  • He asks about long term care insurance.  Is it different now than years ago?
  • He asks what we see happening in the economy in the second half of the year?
  • She asks if she can live off her investments in retirement and still leave money to her children?

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.