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July 1, 2023 – More Than Money’s Event Raises over $15,000 for Leukemia Lymphoma Society! – Thank you all for your attendance, your support, and most of all your generosity! – Invite our MtM golfers to your fund raising golf tournament!
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Gene and Alyssa answer tons of listener questions:
- Gene gets really snarky with people expecting taxpayers to pay off their student loans. He has a better idea!
- How does he determine if he should reduce or eliminate his life insurance coverage?
- What is the best way for her to help her children buy their first house?
- If he leaves his IRA and Roth IRAs to his wife are they treated as inherited IRAs?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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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