Gene and Alyssa answer tons of listener questions:
• He is 65, retired, and his advisor has him all in the stock market. What to do?
• She sees TV ads for buying gold. She is 86. Should she trust them?
• Is it possible for a company to pay dividends that are ‘too high’?
• With account values down, is now a good time to do a Roth Conversion?
• Lots more questions
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?
Two New Free Services
• Have your current life insurance policies analyzed to see if they fit you, or could you do better
• Have your current annuities analyzed to see if they fit you, or could you do better
Added to These Free Services
• Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
• Long Term Care Review with our partner Mr. Mike Pompei
• Reverse Mortgage Review with our partner Tiffany Shutta
• Estate Planning Document Review with an attorney in our office
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.