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July 6, 2024 – Happy July 4th! Independence Day! Let Freedom Ring! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Seniors are being taken in by SCAMS! What to look for and what to do
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Gene and Alyssa answer buckets o’ questions:
- He wants to know if he should pay off his mortgage early (spoiler alert – yes!)?
- He asks if Pennsylvania taxes the gains on the sale of personal residences?
- She wants to know if a recession is coming and what to do if it is?
- She believes Social Security is a right provided to us by the Constitution (spoiler alert – no it is not)?
- 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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