Gene and Alyssa answer lots of listener questions:

• Should he roll his IRAs into his U.S. government TSP program?
• How can she set up her stock holdings so they go directly to her sons?
• Is it too late to save their home?
• His advisor wants to charge him $265/hour for a financial plan.  Is that reasonable?
• 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.