July 13, 2024 – Chad Rupprecht recovering from knee replacement surgery. Keep him in your prayers! – LAMN Event – $2,000 Raised! Annabelle makes her 5K debut! Great people! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thri

Gene and Alyssa answer buckets o’ questions:

• Her advisor isn’t a good fit.  How does she find one that is?
• Is umbrella liability insurance a good idea?
• He asks if AI (Artificial Intelligence) will benefit big or small companies more?
• She asked another advisor about ‘buffered ETFs’ and he had no idea.  What gives? 
• 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.