Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
March 29, 2025
March 29, 2025 – Baseball Returns and March Madness Marches On! – Gene gives good advice for 1st time job seekers – Would you lock in 5.5% interest rates for 5 years?
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Gene and Alyssa answer questions:
- She asks if a conservative investment portfolio could average 7% per year?
- He asks what affect tariffs might have on the stock market?
- They ask if they should add their daughter to their bank accounts or use ToD?
- She asks if a fixed index annuity would be right for her and her husband?Â
- 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.


