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Tax Department Forms Super Important Tax Email Download Email SmartVault What is Smart Vault? Learn More 2023 Engagement Letter Download Letter 2023 Questionnaire Download Questionnaire 2023 Documents Needed to Complete…

We Welcome Lehigh Valley Women to Our ‘Invest in You’ Events “Invest in You” is a quarterly series of gatherings hosted by MtM for women to socialize, share, learn—and support…

Social Security & Medicare Consultations Schedule Your Free Appointment If you’re planning to retire, understanding your Social Security and Medicare benefits is a crucial part of the equation. You may…

It’s Never Too Late to Watch “More Than Money” Join Gene Tuesday nights at 7:30 on PBS39 and Thursday nights at 7:00 on BRC TV-13 for the newest episodes of…

Learn From Experts During Our LIVE Jan. 11 Radio Show Special Event The team at MtM Financial Group is hosting a very special “More Than Money With Gene Dickison” radio…

Irrevocable trusts. Profit-sharing plans. IRAs. 401(k)s. Long-term care planning. Social Security. Filial support law. Reverse mortgages. Fixed index annuities. Income taxes. Life insurance. Medicare. The stock market. Wills and living…

More Than Money with Gene Dickison Important Information for More Than Money Visitors We’ve constructed our web site to give you as much solid, accurate, and useful information as we…

To better serve all our More Than Money family, please use this link to check our background on brokercheck.com. To review the professional background of our firm and advisors or any other…

We provide you with easy access to your SmartVault, Charles Schwab and Albridge Solutions accounts. Advyzon Client Portal Login SmartVault Charles Schwab Albridge Solutions

Our team at MtM is passionate about sharing knowledge, encouragement and insight as often as we can. Below, you’ll find three newsletters that are are FREE to subscribe to and…

Dive into our library of videos designed to help you understand thorny financial issues. Our YouTube channel includes individual question & answer segments, themed financial series, and full episodes of…

At 7:30 p.m. Tuesdays on PBS39 and 7 p.m. Thursdays live on BRC TV-13, the “More Than Money With Gene Dickison” television show tackles a variety of financial topics. Gene…

Catch Up on What You Might Have Missed We’ve created an archive of our previous shows so that you won’t miss a single second of helpful financial information from Gene…

We believe that information is power. That’s why we go to great lengths to share our financial know-how through avenues that are convenient for you. You can find us every…

We want you to feel confident that your overall financial plan is working as effectively as possible to achieve your goals. That’s why we offer free second opinions for your…

Has this ever happened to you? You’re meeting with your financial planner and have a question about the tax impact of a certain decision. But the response you get is:…

Estate planning is one of the most important components of your overall financial plan. MtM Financial Group will help you create a comprehensive plan for the management and distribution of…

It is never too early—or too late—to save for your retirement. Whether you are at the beginning of your career, close to retirement or somewhere in between, MtM Financial Group…

MtM Financial Group’s skilled advisors take great pride in spending time to truly get to know our clients and their needs to create the financial investment management plan that will…

Who is the best financial advisor for you? The answer is simple: the one who will help you set and achieve the financial goals that are best for your specific…

At MtM, founder and President Gene Dickison has assembled a seasoned team of financial advisory, investment management, estate planning, tax service, and retirement planning professionals.  Each member of the MtM…

When you choose to work with a financial planner for the first time or make a switch, you have a lot of questions. Here are some of the important things…

When Gene Dickison, our founder and president, started this company more than 10 years ago, he wanted to create something different—a company that didn’t just talk about serving clients, but…

Our team at MtM Financial Group would love to get to know you. We invite you to ask us your question or schedule an appointment for a phone or in-person…

The team at MtM Financial Group is here for you for the long haul. We can help you create strategies to prepare for your future, eliminate your financial risk and…

Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident.…

We’re the full-service financial advisor that can handle all of your needs, including investment management, retirement planning, income tax services, estate planning, insurance services and more. Why Choose Us At…