Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
October 25, 2025
October 25, 2025 – Thanks to the ladies of IIY for raising funds and food for the Nazareth Food Bank – Inflation cools – the Federal Reserve expected to cut rates – Gene and Diane celebrate the birthdays of (2) of their girls
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Gene and Alyssa answered questions and explored important topics:
- She ask if the annuity her advisor recommended is right for her and her husband? (Hint – No!)
- He wants to know if he can put the profits from the sale of real estate into his Roth IRA?
- She wants to know if she will need to take an RMD from her inherited IRA this year? (Hint – Yes!)
- He asks if he should simply invest in an S&P 500 index fund?
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.


