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February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?
Manage episode 401852950 series 1094528
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Gene and Alyssa answer lots of listener questions:
- They have two grown children they want to help. IRAs?
- He shifted from employee to self-employed. How does he save for retirement?
- She wants to move $25,000 each into 529 plans for her 4 grandchildren. What’s the best strategy?
- What records should you keep when you make improvements to your home?
- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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