More than Money

Gene and Alyssa answer questions: How can they protect the family home from Medicaid and keep it in the family? Why would a union require its members to report side jobs?  There may be a good reason. What are the 5 year rules for Roth IRAs and how do they work? Should they take out a home equity loan or take the money from their IRAs?  And we are still feeling very, very blessed 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@Ask