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June 17, 2023 – $1,000 Matched for LLS! $3,500 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 Jon Weimer answer tons of listener questions:
- At his age of 70 does it still make sense to convert his 401(k)s to a Roth IRA?
- How does he choose from a lump sum or monthly payments from his pension?
- What are the right steps to take when parents want to help their kids buy their first home?
- The markets are up significantly this year. Is the talk of recession behind us?
- 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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