Gene and Alyssa answer questions including:
- Should he take the annuity being offered by his 401(k) provider? (Spoiler alert – No!)
- He asks what keeps Gene so healthy? (the answer might surprise you)
- She wants to know what is the best way to fund their home improvement projects?
- She asks how she should tell her husband she does not want to sell her business?
- 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 (Gene@AskMtM.com) to schedule your time with us.
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