Gene and Alyssa answer buckets o’ questions:

• What does it mean for an investor when a company does a stock buy-back?
• She is named in a will and doesn’t want to be.  How can she get herself removed?
• How can someone make a tax-free donation from their IRA?
• Will this widow be able to safely retire?  
• 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.