March 23, 2024 – Pennsylvania Inheritance Tax Can Be a Shocker – Include Your Pets in Your Estate Planning – Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years

More Than Money with Gene Dickison

March 23, 2024 - Pennsylvania Inheritance Tax Can Be a Shocker - Include Your Pets in Your Estate Planning - Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years

Play Episode Pause Episode

Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds

00:00 /

RSS Feed

Share

Link

Embed

Gene and Alyssa answer buckets o’ questions:

• Should a student in college with no income file a tax return anyway? (Spoiler alert – Yes!)
• She is retiring in September.  Will her husband get a bump in his social security?
• What will the capital gains rates be in the future?  (Spoiler alert – no one has a clue!)
• Is it possible to pre-plan your funeral without prepaying for the funeral? 
• Lots more . . .

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.