September 16, 2023 – “$96,700 – $97,800 – $99,000 – Our Total for Folds of Honor Keeps Climbing! – Our goal is $100,000+ (last year’s record $111,000) and you won’t quit and neither will we! – 610-746-7007 or [email protected] or www.MoreThanMoneyOnline.com!

More Than Money with Gene Dickison

September 16, 2023 - “$96,700 - $97,800 - $99,000 – Our Total for Folds of Honor Keeps Climbing! - Our goal is $100,000+ (last year’s record $111,000) and you won’t quit and neither will we! - 610-746-7007 or [email protected] or www.MoreThanMoneyOnline.com!

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Gene and Alyssa answer tons of listener questions:

• Helping his daughter with her first house.  Why does the bank want a ‘gift letter’?
• Do we have to take RMDs from our inherited IRA or not?
• He’s seeing a big capital gain this year.  Will it affect his IRMAA and Medicare premiums?
• They are cashing in stocks to buy their beach home.  Can they cut their taxes somehow?
• 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.