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Gene and Alyssa answer buckets o’ questions:
- He turns 70 on October 12th. What is his best way to apply for social security?
- He is 81 and has always handled the family finances. Can we help give his wife peace of mind?
- She has $100,000 in short term bonds for her three sons. Should they stay there or is there a better investment?
- She is hoping someone can guide her 17 year old, hard-working son with his financial future.
- 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.
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