More than Money

Gene and Alyssa answer questions including: He asks if what’s going on in Washington D.C. affects how we invest money for clients? She wants to know if at age 75 she can get help investing a modest amount of money?  (Yes!) He wants to know how Medicaid ‘claws back’ gifts that were made before needing care? He wants to know how the new BBB ‘senior deduction’ will work for him and his bride? 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