/
RSS Feed
Gene and Alyssa answer questions:
- He asks if the rumors of a $750.00 check to seniors are true?
- He asks how a non-profit must handle an inherited IRA?
- He is 73, retiring, and has to choose (1) of (3) options on his 401(b). Is it really that hard?
- Is investment diversification still just stocks, bonds, and cash?
- 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.