July 4, 2026

July 4, 2026 – Happy 250th Birthday to the United States of America! – Our June More than Money Newsletter available now for the asking – Oil prices have dropped over 40% from their recent highs

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
July 4, 2026 - Happy 250th Birthday to the United States of America! - Our June More than Money Newsletter available now for the asking - Oil prices have dropped over 40% from their recent highs
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Gene and Alyssa answered questions and explored important topics:

  • He asks how best to set up a scholarship honoring his late son?
  • She asks if the large investment in an annuity her advisor is recommending is right for her?
  • He asks how to be confident he can stay retired?
  • She asks how to get all the good stuff MtM has to offer without traveling?

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.