Gene and Alyssa answer tons of listener questions:
- Does his family get a ‘stepped-up basis’ on his vacation home when he passes?
- Should he use his IRA funds to buy an apartment building?
- Does she have more protection from the nursing home in a 403(b) or an IRA?
- She is in solid financial shape – her fiancée ‘not so much’. Should they keep their finances separate?
- Lots more questions.
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?
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
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.