More than Money

Gene flies solo and answers questions including: He asks how the BBB will affect his social security since he is still working at age 70? She asks when to sell poorly performing stock – before or after dividend payments? She asks if her brother is doing the right thing by giving their mom stock to sell? She wants to know if she should keep the IRA her dad left her or give it ‘back’ to her mother? 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