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Gene and Alyssa answer questions:
- He asks if his social security claiming strategy makes sense?
- She asks if they will get a refund after his employer took out ‘way too much tax’?
- She is very upset that her sister (mom’s executrix) is following the will instead of what she wants!?!
- They ask if setting up 529 plans for their grandchildren is the best way to help?
- 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.