December 23, 2023 – Merry Christmas! – The gift of salvation is needed now more than ever! – Watch Gene’s favorite ‘A Christmas Carol’!

Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:

• How does he find a quality advisor for a friend who lives out of state?
• Does she owe tax on a $150,000 inheritance she received from a friend?
• Should he pay off his mortgage or secure an annuity to do that over time?
• Her daughter is 27. Can she set up an appointment with an MtM 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?

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.