More than Money

Gene and Alyssa answer questions including: He asks what is probate and what should he do to help his family when he passes? Her advisor says move from stocks to bonds.  We absolutely disagree. She wants to know if she can join her husband in early retirement?  Should his parents give him details of their retirement plans?  (None of his business!) 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 ema