September 28, 2024

September 28, 2024 – Next Great Invest In You Event – October 29th! – Stock Markets Show Remarkable Resiliency in Face of Upcoming Election – Many bad advisors get an insurance license and sell annuities – badly!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
September 28, 2024 - Next Great Invest In You Event – October 29th! - Stock Markets Show Remarkable Resiliency in Face of Upcoming Election - Many bad advisors get an insurance license and sell annuities – badly!
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Gene and Alyssa answer buckets o’ questions:

  • She wants to know why Fidelity is preventing her from getting good advice on her 401(k)?
  • He wants to know the income tax treatment on Roth IRA contributions and earnings?
  • They want to know if it is wise to finance the construction of their new home with an asset pledged line?
  • Her deceased father’s advisor told her a fib.  What can she do with her inherited IRA? 
  • Lots more . . .

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  • 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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