Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
May 23, 2026
May 23, 2026 – Memorial Day Weekend – Remembering those who gave their all for our freedoms – Gentleman politely points out that Gene got an answer wrong! – Parents gave their 3 kids $200,000 – now they want it back!?!?
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Gene and Alyssa answered questions and explored important topics:
- He asks if MtM provides services on an hourly basis?
- She asks if her dad needs a 529 plan to help her with her student loans?
- He asks if he can ‘undo’ taking money out of his IRA?
- She asks what is the best strategy for taking RMDs out of her IRA?
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.


