May 11, 2024 – MtM Team Returns from a National Conference of Financial Advisors – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Manage episode 419256326 series 1094528
Gene and Alyssa answer buckets o’ questions:
- Her Long Term Care Insurance premiums are through the roof! What should she do?
- He wants a meeting to see if we are a good fit? Is that the right attitude to start? You bethcha!
- He likes our shows even though we don’t always agree. Is that ok? You bethcha!
- She wants to know the best strategies for buying a home near their kids and grandkids.
- 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.
99 episoade