Gene answers tons of listener questions:
- His pension was reduced so his wife would get half. She passed. Can he change it now?
- She reports that her sister put her kids names on her deed. It was a nightmare when she passed!
- Is there a way to evaluate what state is the most ‘retiree-friendly’?
- Why is it important to set up your Social Security account on-line?
- Lots more listener questions
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
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?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.