July 5, 2025

July 5, 2025 – Happy 4th of July!  Big Beautiful Bill signed by President Trump! – Invest in You Runs for LAMN on July 10th – Come and join us! – Three major stock market indexes rise significantly this week

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More Than Money with Gene Dickison
More Than Money with Gene Dickison
July 5, 2025 - Happy 4th of July!  Big Beautiful Bill signed by President Trump! - Invest in You Runs for LAMN on July 10th – Come and join us! - Three major stock market indexes rise significantly this week
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Gene and Alyssa answer questions including:

  • He asks what is probate and what should he do to help his family when he passes?
  • Her advisor says move from stocks to bonds.  We absolutely disagree.
  • She wants to know if she can join her husband in early retirement? 
  • Should his parents give him details of their retirement plans?  (None of his business!)
  • 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.