November 15, 2025

November 15, 2025 – Save the Date!  December 6th – More than Money Christmas Open House – The entire More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
November 15, 2025 - Save the Date!  December 6th – More than Money Christmas Open House - The entire More than Money family welcomes you to our home for the holidays - Help us raise funds for the Children’s Home of Easton!
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Gene was flying solo with Alyssa traveling on assignment answered questions and explored important topics:

  • At age 68 what income taxes can a retiree expect?
  • When changing jobs should one roll over the old 401(k) into the new 401(k)?
  • What are the mechanics for moving accounts from one firm to another?
  • Tips for year end income tax cutting – 401(k)s, Roth Conversions, QCDs, and gifting.

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.