Gene and Alyssa answer tons of listener questions:
· Should she empty her 529 plan to fund her son’s Roth IRA?
· How are loans against a life insurance policy handled when the insured passes away?
· What are some ways to invest in the stock market and still have some protection against losses?
· Is Bitcoin going to soon replace the dollar?
· Lots more listener questions
Two New Free Services
· Have your current life insurance policies analyzed to see if they fit you or could you do better
· Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
· Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
· Long Term Care Review with our partner Mr. Mike Pompei
· Reverse Mortgage Review with our partner Tiffany Shutta
· Estate Planning Document Review with an attorney in our office
Free Second Opinion Meetings
· Do you have questions about your financial situation?
· Are you on track to reach your financial goals – particularly your retirement goals?
· What should you be doing right now?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.