Gene answers tons of listener questions:
· Listener asks how much of her 401(k) should be invested in her company’s stock?
· Listener wants help deciding on when to take his social security – 67 or 70?
· Her mother passed away and left her a fair sum of money the ‘doesn’t need’ What should she do?
· She is 26 and has saved $60,000 for the down payment on a house. Where should it be invested?
· Buckets more questions
For our More than Money Audience
Free Second Opinion Meeting
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?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.