Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
March 28, 2026
March 28, 2026 – Baseball season starts – Yankees and Phillies are a lock to meet in the World Series – Gold prices drop in face of Geo-Political fears – what gives? – Al Pacino says his accountant stole $50 million – oh, and he did have 23 cars!
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Gene answered questions and explored important topics:
- She asks how to plan her estate without risking that the funeral home won’t be there?
- He asks how at age 73 he can invest $300,000 without serious risk?
- He asks how to deal with his son who wants to buy his business, but will run it into the ground?
- She asks about how she might be able to take advantage of this dip in the stock markets?
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.


