More than Money
July 26, 2025 – Thank you all for your love and support as we remember Diane’s dad, Jim Hinton – Alyssa and her family travel the world – thoughts and prayers for their continued safety – We helped raise $236,000 for Animals in Distress – thanks to you!
- Autor: Podcast
- Narrador: Podcast
- Editor: Podcast
- Mas informaciones
Informações:
Sinopsis
Gene flies solo and answers questions including: He is moving to Florida. Should he sell his house or rent? She wants to gift money to her two sons. One son asks to clarify the rules and the taxes? He asks if putting assets into a trust avoids estate taxes? She wants to know if she should take $100,000 from her IRA to help her son buy a house? 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 email
