June 7, 2025 – Bobby Gunther Walsh raises more than $134,000 for LLS! Visionary of the Year! – D-Day – 81 years since Uncle Earl died on Normandy Beach – Markets continue their most remarkable rebound from Spring sell-off

Gene and Alyssa answer questions:

• He asks if his social security claiming strategy makes sense?
• She asks if they will get a refund after his employer took out ‘way too much tax’?
• She is very upset that her sister (mom’s executrix) is following the will instead of what she wants!?!
• They ask if setting up 529 plans for their grandchildren is the best way to help?
• 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.