Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
May 30, 2026
May 30, 2026 – Laughing at My Nightmare – June 6th – Come join Alyssa and friends – Gene and Diane enjoy a great meal and support a great cause – Is Up-sizing in retirement a crazy idea?
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Gene and Alyssa answered questions and explored important topics:
- He asks how he should set up an investment account for his grandson age 12?
- She has two children. One good with money. The other really bad. Estate planning?
- He asks why he didn’t have to pay tax on the profit from his vacation house?
- She asks what is the best way to avoid paying tax on a $500,000 profit?
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.


