June 28, 2025

June 28, 2025 – Invest in You Runs for LAMN on July 10th – Come and join us! – Three major stock market indexes rise significantly this week – Ceasefire brokered between Iran and Israel after the U.S. acts

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More Than Money with Gene Dickison
More Than Money with Gene Dickison
June 28, 2025 - Invest in You Runs for LAMN on July 10th – Come and join us! - Three major stock market indexes rise significantly this week - Ceasefire brokered between Iran and Israel after the U.S. acts
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Gene and Alyssa answer questions including:

  • He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!)
  • She wants to know if it would benefit her children for her to put her Co-op into a trust?
  • He is 81 and widowed.  Does he get a S/S survivor benefit? 
  • Her ‘advisor’ just called her for the first time in two years.  What should she do?
  • 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

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Call today (610-746-7007) or email ([email protected]) to schedule your time with us.