Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
June 13, 2026
June 13, 2026 – More than Money Supports Laughing at My Nightmare in a big way! – Trump Accounts go ‘live’ on July 4th – Suze Orman at it again with someone highly suspect advice
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Gene and Alyssa answered questions and explored important topics:
- He asks how he and his wife can use QCDs to donate to their favorite charities?
- She asks how to loan money to her daughter using a private mortgage?
- He asks how to he leave $2.5 million to his son without his son’s wife getting her hands on it?
- She asks if she can still become a client after a long wait since her first meeting?
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.


