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March 30, 2024 – Easter! The Most Joyous Day of the Year! – Alyssa abandons Gene to struggle along on his own as she parties! – You may find out that someone else may have already filed ‘your’ tax return!
Manage episode 410054910 series 1094528
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Gene answers buckets o’ questions:
- Should a student in high school with $1,742 of income file a tax return anyway? (Spoiler alert – Yes!)
- How do the Bitcoin ETFs work? Why has Vanguard said they won’t offer one?
- What should you do if your financial advisor is ‘bought out’ by a huge national firm?
- Is it possible he might still get an old pension from a company that went bankrupt?
- 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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