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November 18, 2023 – Happy Thanksgiving! Drive Around Christmas on December 2nd! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Convert your paper savings bonds to electronic!
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Gene and Alyssa answer tons of listener questions:
- Are money markets the same as bank accounts?
- How does a reverse mortgage work if the owner goes into a nursing home?
- Has her bond fund really lost 20% in three years?
- He loaned $10 to his college roommate 50 years ago – can he still get that back with interest?
- 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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