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November 25, 2023 – Drive Around Christmas on December 2nd! Empty Gene’s Wallet for the Children! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Year-end tax savings tips
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Gene and Alyssa answer tons of listener questions:
- They have $90,000 in a 529 plan for their son. Should they add more?
- He is retiring with $360,000 in his 401(k). Should he invest in annuities?
- A young man wants to take over the company 401(k), but he only has an annuity license – what does that mean?
- How can you tell if an advisor really is a fiduciary or is just blowing smoke?
- 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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