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November 2, 2024 – Presidential Election – Tuesday – Vote Like Your Country Depends Upon It! – Weak jobs reports shows economy is not as strong as we’ve been told – IIY Event is an outstanding success for the puppies, kittens, and humans
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Gene and Alyssa answer buckets o’ questions:
- She asks if she needs a power of attorney to act for her husband?
- He offers up some suggestions for buying gold and silver in an IRA? MtM does not endorse his ideas
- Gene gets snarky with ‘expert’ who says some clients are not ‘profitable’. Gene says he is very wrong.
- Their accountant says tax treatment makes Gene’s investment a bad idea. Let's talk about this.
- 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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