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December 30, 2023 – Happy New Year! Let’s Make 2024 a Great Year from Start to Finish! – What does ‘poo poo ka ka’ mean and is really translated from Yiddish? – What are the very best stock mutual funds for you in 2024 (trick question)?
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Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- Mom’s 7 year annuity matures in February. What should she do next?
- He’s married, but only he is on the deed to their home. If they sell, what are the tax implications?
- Has MtM handled any lottery winners? (spoiler alert – yes!)
- Does the S&P 500 have enough ‘foreign’ exposure for most investors?
- Lots more . . .
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- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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