September 28, 2024 – Next Great Invest In You Event – October 29th! – Stock Markets Show Remarkable Resiliency in Face of Upcoming Election – Many bad advisors get an insurance license and sell annuities – badly!

Gene and Alyssa answer buckets o’ questions:

• She wants to know why Fidelity is preventing her from getting good advice on her 401(k)?
• He wants to know the income tax treatment on Roth IRA contributions and earnings?
• They want to know if it is wise to finance the construction of their new home with an asset pledged line?
• Her deceased father’s advisor told her a fib.  What can she do with her inherited IRA? 
• 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.