More than Money

Gene and Alyssa answer buckets o’ questions: She and her husband disagree on how to split their estates.  How do they resolve this? He asks about donating a life insurance policy to a charity? She finds the Social Security web site frustrating for securing her spousal benefits.  What should she do? She is retiring and her pension is offering her a confusing array of options.  Which one should she pick?  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?  Cal