Gene and Alyssa answer buckets o’ questions:

• Gene’s friend, Rook, has questions about foreign currencies?
• Bob was surprised at the tax treatment of U.S. treasuries.
• She wants to know how the ‘look-back period’ works for gifts and Medicaid.
• How do they navigate the journey from their current home to a down-sized home? 
• 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.