September 20, 2025 – Gene and Diane celebrate their wedding anniversary – Thank you all for your love and prayers! – African Children’s Choir blow the roof off Holy Cross Church!! – Remember Charlie Kirk and support Turning Point USA, and the United States of America

Gene and Alyssa answered questions and explored important topics:

• He wants to know if he should combine his two retirement accounts into one?
• He wants to learn the pros and cons of setting up a family charitable foundation?
• He needed to understand the difference between a roth contribution and a roth conversion?
• His HELOC statement makes no sense . . . and it made no sense to us either!

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.