More than Money

Gene and Alyssa answer buckets o’ questions: He is 75 and asks how to invest $500,000? He will be turning 65 shortly and is confused about Medicare options.  How does he know what to do? Her friend is retiring in 8 months.  What should she be doing now? She asks about setting up the correct beneficiaries to protect her children and grandchildren?  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