More than Money
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Sinopsis
Gene and Alyssa answer buckets o’ questions: She asks if her trust should be the beneficiary of her IRAs? He reports that the interest on his I-Bonds has dropped dramatically. Should he go? She received a $4 million settlement and wants to know how to avoid ‘blowing it’? He asks if he can loan his daughter funds to pay off her mortgage and how best to do that? 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@AskMt
