More than Money

Gene and Alyssa answer buckets o’ questions: She asks if her son should pay ahead on his mortgage.  Spoiler alert – it’s not the answer you might expect! She asks if a financial advisor and a tax advisor are the same?  As you will expect – it depends! She is retiring from PSERS.  Should she take her contributions out or leave them in? They have investments in several types of accounts.  Where should they take their retirement income from first?  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 w