July 26, 2025

July 26, 2025 – Thank you all for your love and support as we remember Diane’s dad, Jim Hinton – Alyssa and her family travel the world – thoughts and prayers for their continued safety – We helped raise $236,000 for Animals in Distress – thanks to you!

Share
2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
July 26, 2025 - Thank you all for your love and support as we remember Diane’s dad, Jim Hinton - Alyssa and her family travel the world – thoughts and prayers for their continued safety - We helped raise $236,000 for Animals in Distress – thanks to you!
Loading
/

Gene flies solo and answers questions including:

  • He is moving to Florida.  Should he sell his house or rent?
  • She wants to gift money to her two sons.  One son asks to clarify the rules and the taxes?
  • He asks if putting assets into a trust avoids estate taxes?
  • She wants to know if she should take $100,000 from her IRA to help her son buy a house?
  • 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.