October 11, 2025

October 11, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – Tariffs on Chinese goods roil the stock markets on Friday – Will there be peace in the Middle East?


Share
2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
October 11, 2025 - Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank - Tariffs on Chinese goods roil the stock markets on Friday - Will there be peace in the Middle East?
Loading
/

Gene and Alyssa answered questions and explored important topics:

  • He wants to know the best way to help support his church and the pastor?
  • She wants to know if naming beneficiaries will reduce inheritance taxes?
  • She and her husband have 60% of their investments in stocks.  What if the market tumbles?
  • She wants to know if life insurance proceeds are income taxable?

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.