April 20, 2024 – LLS – Leukemia Lymphoma Society – Women Visionary Elaine Zelker and Kristine Ortiz – Elaine Needs Help To Raise Funds for LLS – Go to our website and click on the banner – Kristine shares her story of cancer and friendship

Gene and Alyssa answer buckets o' questions:

• He asks if the advisor is trying to pull a fast one?
• If he retires at age 57 can he take cash from his 401(k) without paying a penalty?
• She just wasn’t that impressed with Gene the first . . . or second time. Was the third time a charm?
• Will selling one fund at a loss cut the taxes on the sale of a second fund with a gain?
• 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.