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September 14, 2024 – Folds of Honor Radiothon Extended! We are so close to $100,000! Please help! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responde
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Gene and Alyssa answer buckets o’ questions:
- He is 75 and asks how to invest $500,000?
- He will be turning 65 shortly and is confused about Medicare options. How does he know what to do?
- Her friend is retiring in 8 months. What should she be doing now?
- She asks about setting up the correct beneficiaries to protect her children and grandchildren?
- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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