September 27, 2025

September 27, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – Markets nearly wrap up a solid September – Inherited IRA strategies for (almost) every situation

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More Than Money with Gene Dickison
September 27, 2025 - Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank - Markets nearly wrap up a solid September - Inherited IRA strategies for (almost) every situation
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Gene and Alyssa answered questions and explored important topics:

  • He wants to know if he can gift his daughter a $5,000 car without an IRS hassle?
  • He wants to know how he and his bride should split expenses with a second marriage?
  • Their son wants to pay off their mortgage.  Then what?
  • He loves his work, but hates his job . . . Can he retire?

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.