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July 20, 2024 – President Trump Survives Assassination Attempt. Keep him in your prayers! – Is the Protection Cost of a Buffered ETF worth the money? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!
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Gene and Alyssa answer buckets o’ questions:
- He found out his partner has been lying to him about her finances for years. Should he stay?
- He retired and started consulting. Can he set up a retirement plan?
- He doesn’t want a 529 plan for either of his young children. Is he right?
- She made a gift to son and daughter-in-law. Did she do it right?
- 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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