November 18, 2023 – Happy Thanksgiving!  Drive Around Christmas on December 2nd! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Convert your paper savings bonds to electronic!

More Than Money with Gene Dickison

November 18, 2023 - Happy Thanksgiving!  Drive Around Christmas on December 2nd! - Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping - Convert your paper savings bonds to electronic!

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Gene and Alyssa answer tons of listener questions:

• Are money markets the same as bank accounts?
• How does a reverse mortgage work if the owner goes into a nursing home?
• Has her bond fund really lost 20% in three years?
• He loaned $10 to his college roommate 50 years ago – can he still get that back with interest?
• Lots more . . .

Free Second Opinion Meetings

• Do you have questions about your financial situation?
• Are you on track to reach your financial goals – particularly your retirement goals?
• What should you be doing right now?
• Are you taking too much risk with your investments?
• Is your 401(k) or 403(b) being actively managed for you?

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.