More than Money

Gene and Alyssa answer questions including: He asks if he should transfer his home into a trust? He asks about CD rates and where interest rates might be going? She wants to know if banks require forms to show Powers of Attorney? He asks if he can name multiple beneficiaries on his IRA? 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 (Gene@AskMtM.com) to schedule your time with us.