More than Money

Gene and Alyssa answer buckets o’ questions: She asks if she needs a power of attorney to act for her husband? He offers up some suggestions for buying gold and silver in an IRA?  MtM does not endorse his ideas Gene gets snarky with ‘expert’ who says some clients are not ‘profitable’.  Gene says he is very wrong. Their accountant says tax treatment makes Gene’s investment a bad idea.  He is very, very wrong. 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?