November 4, 2023 – Beware!  Some On-Line Tax Prep Companies are Sharing Your Tax Info with Facebook and Google! – Stock markets show life after three month slide – Sometimes clients pass away and it’s challenging to our hearts – they had become our friends

More Than Money with Gene Dickison

November 4, 2023 - Beware!  Some On-Line Tax Prep Companies are Sharing Your Tax Info with Facebook and Google! - Stock markets show life after three month slide - Sometimes clients pass away and it’s challenging to our hearts – they had become our friends

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Gene and Alyssa answer tons of listener questions:

• Vanguard is charging her $25.00 to process her RMDs?!?!
• He did two IRA rollovers within seven months.  Is he in trouble with the IRS?
• What are the pros and cons of adding his new wife to the deed to his home?
• My financial advisor calls once a year and gets snotty when I want to take some of me money.  Should I move?
• Lots more . . .

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• What should you be doing right now?
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