Gene and Alyssa answer tons of listener questions:
- Is there risk investing in a bond that offers 10% – 13% rates?
- At age 85 should he cash in his life insurance and use it to help the grandchildren?
- Will the income she gets from her IRA annuity count toward her RMD?
- How does she choose from four different pension options?
- 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.