April 5, 2025 – Tariffs and Stock Market Declines – What Do You Need to Know? – Won’t Make the April 15th Income Tax Deadline – What Do You Need to Know? – Would you lock in 5.5% interest rates for 5 years?

Gene and Alyssa answer questions:

• He asks if Long Term Care insurance benefits are tax deductible?
• He asks what is his daughter’s cost basis on the home he gave her that his mom gave him?
• He asks is the Presidential approval rating affects the stock market?
• He asks about the mechanics of converting his IRA to a Roth IRA? 
• And we are still feeling very, very blessed

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 ([e-mail]) to schedule your time with us.