More than Money

Gene and Alyssa answer questions including: He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!) She wants to know if it would benefit her children for her to put her Co-op into a trust? He is 81 and widowed.  Does he get a S/S survivor benefit?  Her ‘advisor’ just called her for the first time in two years.  What should she do? 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 (610-746-70