Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
September 13, 2025
September 13, 2025 – Folds of Honor Radiothon success on 9/11 at our MtM World Headquarters – Charlie Kirk young advocate for faith, family and country assassinated – Please continue to support Folds, Turning Point USA, and the United States of America
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Gene and Alyssa answered questions and explored important topics:
- She wants to know how to value collectibles for IRS purposes?
- He wants to know how to best use his IRA for long term care
- We explore Qualified Charitable Distributions (QCDs)
- We explore annuities as ‘Private Pensions’ pros and cons
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.


