Gene and Alyssa answer tons of listener questions:
- She was sold three (3) annuities and now finds they are not what she was sold. What now?
- They need to know the mechanics of a 529 educational fund so they can best help their grandchildren?
- His advisor has not done a good job. Can he still retire?
- Should she set up a gift of her home and retain a life estate?
- 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.