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June 10, 2023 – $1,000 Matched for LLS! $2,000 So Far – Another $1,000 Match Challenge this Week! – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!
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Gene and Alyssa answer tons of listener questions:
- She asks how to move her RMD to her church without paying income taxes?
- Should he cash in his CD for higher interest rates?
- She has detailed ‘second opinion’ questions about her investments?
- Gene and Alyssa create a list of ‘red flags’ you should look for when dealing with a financial advisor?
- Lots more . . .
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- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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- Estate Planning Document Review with an attorney in our office
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