June 24, 2023 – Another $1,000 Matched for LLS! $3,500 So Far – See You on the 29th @ Blue Ridge Winery! – Positive stock results surprising many – Should fears of a recession be behind us? – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions:

• They are giving their granddaughter $100,000.  Is a beach house a good investment for her?
• What level of gifts can her 93 year old mother give her without incurring income taxes?
• How do she know how to compare her passive investments with her active investments?
• His retirement spreadsheet has many assumptions built in.  How does he know which ones are wrong?
• 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.