September 9, 2023 – Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com – We interview two Folds of Honor recipient families – helped thanks to you – Jenn Stephens and Jacob Green

More Than Money with Gene Dickison

September 9, 2023 - Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com - We interview two Folds of Honor recipient families – helped thanks to you – Jenn Stephens and Jacob Green

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Gene and Alyssa answer tons of listener questions:

• How best to donate using a Charitable Trust or Donor Advised Fund?
• Can he move money from his IRA to his grandchildren’s 529 plans without paying taxes?
• He’s 70 and thinking he would like to invest in stocks.  Good idea?
• He is using his home for an AirBnB and his mortgage company is unhappy.  What can he do?
• Lots more . . .

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?
• Are you taking too much risk with your investments?
• Is your 401(k) or 403(b) being actively managed for you?

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.