Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
May 2, 2026
May 2, 2026 – Stock markets rebound above pre-Iran war levels – Gene sharing his views on ‘priming the pump’ with investments and in life – Continuing Care Retirement Communities vs. Ageing in Place
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Gene and Alyssa answered questions and explored important topics:
- He wants to know the best way to pay for his new house?
- She asks what capital gains tax she will pay on the sale of a rental property?
- He is 26 and inherited $100,000 from his grandmother. What should he do?
- She got her masters and a great job. Pay off student loans or start with her 401(k) investments?
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.


