September 20, 2025

September 20, 2025 – Gene and Diane celebrate their wedding anniversary – Thank you all for your love and prayers! – African Children’s Choir blow the roof off Holy Cross Church!! – Remember Charlie Kirk and support Turning Point USA, and the United States of America

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
September 20, 2025 - Gene and Diane celebrate their wedding anniversary – Thank you all for your love and prayers! - African Children’s Choir blow the roof off Holy Cross Church!! - Remember Charlie Kirk and support Turning Point USA, and the United States of America
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Gene and Alyssa answered questions and explored important topics:

  • He wants to know if he should combine his two retirement accounts into one?
  • He wants to learn the pros and cons of setting up a family charitable foundation?
  • He needed to understand the difference between a roth contribution and a roth conversion?
  • His HELOC statement makes no sense . . . and it made no sense to us either!

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  • 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

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Call today (610-746-7007) or email ([email protected]) to schedule your time with us.