Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
November 1, 2025
November 1, 2025 – 40 million Americans need food stamps – can we teach them to fish? – Inflation cools – the Federal Reserve does cut rates – maybe not in December – Stock markets continue this year’s excellent performance. What about 2026?
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Gene and Alyssa answered questions and explored important topics:
- His wife is 12 years older than him – will that affect his RMDs?
- She wants to know if she can fund a Roth IRA for her great grandson?
- She wants to put her financial future in jeopardy to help her two daughters . . .
- His dad is giving him good advice on his 401(k). Will she take it?
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.


