More than Money

Gene and Alyssa answer questions: He asks how to sell stock with large capital gains and not pay income tax? He asks how much we know about unemployment compensation?  (Spoiler alert – not much!) She is helping a neighbor who has not family to help her.  Does she need a power of attorney? He has questions about MtM having a conference room named after President Trump?  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