July 1, 2023 – More Than Money’s Event Raises over $15,000 for Leukemia Lymphoma Society! – Thank you all for your attendance, your support, and most of all your generosity! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions:

• Gene gets really snarky with people expecting taxpayers to pay off their student loans.  He has a better idea!
• How does he determine if he should reduce or eliminate his life insurance coverage?
• What is the best way for her to help her children buy their first house?
• If he leaves his IRA and Roth IRAs to his wife are they treated as inherited IRAs?
• Lots more . . .

Free Second Opinion Meetings

• Do you have questions about your financial situation?
• Are you on track to reach your financial goals – particularly your retirement goals?
• What should you be doing right now?
• Are you taking too much risk with your investments?
• Is your 401(k) or 403(b) being actively managed for you?

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.