June 10, 2023 – $1,000 Matched for LLS! $2,000 So Far – Another $1,000 Match Challenge this Week! – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions:

• She asks how to move her RMD to her church without paying income taxes?
• Should he cash in his CD for higher interest rates?
• She has detailed ‘second opinion’ questions about her investments?
• Gene and Alyssa create a list of ‘red flags’ you should look for when dealing with a financial advisor?
• Lots more . . .

Free Second Opinion Meetings

• Do you have questions about your financial situation?
• Are you on track to reach your financial goals – particularly your retirement goals?
• What should you be doing right now?
• Are you taking too much risk with your investments?
• Is your 401(k) or 403(b) being actively managed for you?

Free Services

• Have your current life insurance policies analyzed to see if they fit you or could you do better
• Have your current annuities analyzed to see if they fit you or could you do better

• Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
• Long Term Care Review with our partner Mr. Mike Pompei
• Reverse Mortgage Review with our partner Tiffany Shutta
• Estate Planning Document Review with an attorney in our office

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.