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July 15, 2023 – Gene and Diane’s daughter, Alyssa, earns her PhD! – Alyssa’s son, Andrew, celebrates his high school graduation and heads to West Chester University – Invite our MtM golfers to your fund raising golf tournament!
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Gene and Alyssa answer tons of listener questions:
- He wants to transition to part-time at age 65, but his wife wants him to keep working full-time. What to do?
- They want to know if charitable gift annuities are a good idea?
- A thief stole her checks from her mail box and drained her account. And he didn’t need a computer to do it.
- First ‘advisor’ wanted to sell him an annuity (while making a $40,000 commission). How about the second advisor?
- 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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