More than Money

Gene and Alyssa answer buckets o’ questions: He asks if inflation is the reason the stock market is going up? Her friend is disabled and approaching 65.  When should he apply for Medicare? The family wants to gift money to a special needs granddaughter.  How should they best do that? Is a month too long for a transfer from a 401(k) to an IRA?   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.