Alyssa interviews the director of the Nazareth Area Food Bank in advance of this week’s food drive, and her daughter, Juliana, talks about what she’s learning in her high school personal finance class—which becomes a Pennsylvania requirement next year. She also answers questions and delves into a variety of topics:
- It’s Medicare open enrollment until Dec. 7.
- If your investment accounts don’t have “per stirpes” or “per capita” selected, your beneficiary designations might not work the way you wish.
- A retiree asks what to do with his 401k.
- How should a sister handle a sibling pressuring dad to sell HIS house to pay off HER debt?
- The IRS is stopping paper checks!
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 or Medicare plan 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
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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