More than Money

Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: He needs to understand how income funds can produce dividends, but do so poorly overall? She asks how she should make changes to her will? He and his wife own I-bonds and want to know if they should keep them? He wants to know how to go about ‘being the bank’ and financing the sale of a home to his tenants? 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 (