More than Money

Gene and Alyssa answer buckets o’ questions: He found out his partner has been lying to him about her finances for years.  Should he stay? He retired and started consulting.  Can he set up a retirement plan? He doesn’t want a 529 plan for either of his young children.  Is he right? She made a gift to son and daughter-in-law.  Did she do it right?  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 sche