More than Money

Gene and Alyssa answer questions including: She asks how to get the best price when buying a car? He asks what the probate process is and how to navigate that process? She wants to know if an investment in cryptocurrency is appropriate for folks 80 years old? He asks how much of his retirement money should be in bonds since he is 64 years old? 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 (