July 29, 2023 – $1 Billion Lottery – What would you do if you won? – Invitations to free financial dinners – what red flags should you look for? – When will the Federal Reserve cut interest rates?

Gene and Alyssa answer tons of listener questions:

• Should dad pay the interest on daughter’s student loans from his 529 plan?
• His high-paying job is killing him.  Can she afford to shift to a less stressful job?
• How can she best help her child buy-out their divorcing spouse?
• She is 80 and wants to consolidate her accounts. Will that help her sons?
• 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?

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.