More than Money

Gene and Alyssa answer questions: She asks how to handle life insurance policies with grandkids as the beneficiaries? She asks how to handle funds for her brother who is institutionalized? Can she convert her inherited IRA RMDs into a Roth IRA? She asks if there is an easy way to get out of her timeshare?  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@AskMtM.com) to schedule your time