May 11, 2024 – MtM Team Returns from a National Conference of Financial Advisors – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

More Than Money with Gene Dickison

May 11, 2024 - MtM Team Returns from a National Conference of Financial Advisors - Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help - Click the Banner on our More than Money web site home page!

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Gene and Alyssa answer buckets o’ questions:

• Her Long Term Care Insurance premiums are through the roof!  What should she do?
• He wants a meeting to see if we are a good fit?  Is that the right attitude to start?  You bethcha!
• He likes our shows even though we don’t always agree.  Is that ok?  You bethcha!
• She wants to know the best strategies for buying a home near their kids and grandkids.  
• Lots more . . .

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• 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.