November 29, 2025

November 29, 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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More Than Money with Gene Dickison
More Than Money with Gene Dickison
November 29, 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 and Alyssa answered questions and explored important topics:

  • He is 64, lost his job and wants to know about combining his 401(k) and IRA?
  • She wants to know the best way to make gifts to high-earning sons?
  • She wants to know how to help with our ‘shoeboxes for babies’ event on December 11th?
  • He wants to know if annuities are ‘good’ or ‘bad’?  (Spoiler alert – neither!)
  • She wants to know if it helps her parents to give them stock instead of cash?

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.