May 31, 2025 – Millennial couple say housing market is a scam – they are so, so, so wrong – Internet tells you how much to save for retirement – they are so, so, so wrong – MtM continues to raise funds for LLS – please go to our website

Gene and Alyssa answer questions:

• He asks if he can move funds from an irrevocable trust into a standard account?
• She is widowed and moving her husband’s IRAs to her IRAs.  Is she doing it right?
• He is 81 with no debt and $240,000 in mutual funds.  Is there something better he should be doing?
• They are soon to retire.  Do we have tips for them to enjoy a satisfying retirement?
• 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.