More than Money

Gene and Alyssa answer questions: He will stop watching my show since we disagree on tariffs and President Trump!  Too bad for him. She wants to know if her advisor messed up or did her accountant mess up? He is the executor of his mom’s estate.  His brother died before receiving his share.  Now what? She and her ex-husband are remarrying.  Should she go back on the deed to their home? 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?&nb