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September 21, 2024 – Folds of Honor Radiothon Extended – $102,000 Raised! Thank You! – Thank you so much to more than 400 of you who helped us raise funds for more than 20 scholarships! – Thank you for helping us help the families of our military vets an
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Gene and Alyssa answer buckets o’ questions:
- Their kids live less than an hour from the MtM World Headquarters. Should they make the trip?
- Did this financial advisor have $10 Billion of assets or $11.5 trillion?
- If your advisor is only licensed to sell insurance and annuities is he/she really a financial advisor?
- He is 70 and starting his social security. She is 64. How do they calculate her spousal benefits?
- 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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