More than Money

Gene and Alyssa answer lots of listener questions: Social Security offered him a lump sum with a lower monthly benefit.  Good idea? How does he know what taxes to withhold from his social security benefit check? His wife’s annuity pays 2% and is finally – after 7 years – maturing.  What should she do with the funds? They’ve had their life insurance policies for many, many years.  Should they keep them? 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