October 4, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – U.S. Federal Government ‘shut-down’ has little impact, but big implications for our future – Markets wrap up a solid September

Gene and Alyssa answered questions and explored important topics:

• He wants to know if he should take funds from his 401(k) to payoff mom’s mortgage?
• She wants to know if she should fund a private reverse mortgage for her neighbor?
• She found a secret account in her mom’s estate.  When should she tell her siblings?
• She wants to know what to expect at a ‘2nd opinion’ meeting when they’ve never had a first opinion?

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.