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July 13, 2024 – Chad Rupprecht recovering from knee replacement surgery. Keep him in your prayers! – LAMN Event – $2,000 Raised! Annabelle makes her 5K debut! Great people! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thri
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Gene and Alyssa answer buckets o’ questions:
- Her advisor isn’t a good fit. How does she find one that is?
- Is umbrella liability insurance a good idea?
- He asks if AI (Artificial Intelligence) will benefit big or small companies more?
- She asked another advisor about ‘buffered ETFs’ and he had no idea. What gives?
- Lots more . . .
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- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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