October 4, 2025

October 4, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – U.S. Federal Government ‘shut-down’ has little impact, but big implications for our future – Markets wrap up a solid September

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
October 4, 2025 - Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank - U.S. Federal Government ‘shut-down’ has little impact, but big implications for our future - Markets wrap up a solid September
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Gene and Alyssa answered questions and explored important topics:

  • He wants to know if he should take funds from his 401(k) to payoff mom’s mortgage?
  • She wants to know if she should fund a private reverse mortgage for her neighbor?
  • She found a secret account in her mom’s estate.  When should she tell her siblings?
  • She wants to know what to expect at a ‘2nd opinion’ meeting when they’ve never had a first opinion?

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.