More than Money
November 16, 2024 – Trump Transition Raises Questions about Economic and Investment Expectations – Are you getting your financial information third hand from advisors you’ve never met? – Save the Date – December 7th – MtM’s Holiday Open House – Save the D
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Sinopsis
Gene and Alyssa answer buckets o’ questions: He asks how investment management fees are calculated and what they cover? They are moving from PA to NC and wonder if there are tax strategies to save on state taxes? He moved 50% of his account into gold. Now he asks if that is a good idea? She wonders if it is necessary to change her investments every 90 days? 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.c
