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February 10, 2024 – Happy Birthday to Alyssa! Congratulations to Juliana on her confirmation! – Is your money safer in an IRA or a 401(k)? – Is home title lock insurance important?
Manage episode 400569141 series 1094528
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Gene and Alyssa answer lots of listener questions:
- He has a tenant who can’t pay his rent due to health issues. How can help?
- How does she know the cost basis of a stock she got through a stock split?
- What can he do about a fraudulent $1,000 charge on his debit card?
- Should he roll his old 401(k) into his current 401(k)?
- Lots more . . .
Free Second Opinion Meetings
- 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
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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