April 13, 2024 – Tax Deadline – Monday the 15th – Be patient and polite when picking up your returns – President Donald Trump in the Lehigh Valley with thousands in the audience – Thomas Jefferson’s Birthday!

Gene and Alyssa answer buckets o’ questions:

• He is making a gift of land to his church. What’s the right way to do that?
• She asks if leasing a car would be wrong for her?
• They are both teachers and a salesman at school says they should buy life insurance. Should they?
• Is the 529 plan he set up for his grandson really out of his estate?
• Lots more . . .

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 (Gene@AskMtM.com) to schedule your time with us.