Gene and Alyssa answered questions and explored important topics:
- He is 64, lost his job and wants to know about combining his 401(k) and IRA?
- She wants to know the best way to make gifts to high-earning sons?
- She wants to know how to help with our ‘shoeboxes for babies’ event on December 11th?
- He wants to know if annuities are ‘good’ or ‘bad’? (Spoiler alert – neither!)
- She wants to know if it helps her parents to give them stock instead of cash?
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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