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April 6, 2024 – It Is Now, Officially, File a Tax Extension Time! – Easter Sunrise Service at Blue Ridge Winery – Inspiring! – Stock Markets Showing Real Volatility – Which Way Will It Go?
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Gene and Alyssa answer buckets o’ questions:
- He asks if inflation is the reason the stock market is going up?
- Her friend is disabled and approaching 65. When should he apply for Medicare?
- The family wants to gift money to a special needs granddaughter. How should they best do that?
- Is a month too long for a transfer from a 401(k) to an IRA?
- Lots more . . .
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.
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