Gene and Alyssa answer buckets o’ questions:

• How does a QCD (Qualified Charitable Distribution) affect his income taxes?
• What are the pros and cons of the various ways to own gold as an investment?
• Will she get a share of his inheritance ($1 million) should they get a divorce?
• He wants to understand the basics of saving and investing.
• 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.