Gene and Alyssa answered questions and explored important topics:
He asks if it is permitted to make gifts to a 3 year old child? (spoiler alert – yes!)She asks the safest way to share financial information with her advisor?She asks us to outline the basics of Medicare coverage, choices, and requirements?He is a ‘financial advisor/stock broker’ and says most people can’t save for retirement?Gene’s solution to the first time home buyer challenge – skip paying for college! (Hint – there’s more to it than that, but you’ll see)Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirementMeet with our Social Security partner to plan the best S/S strategy for youMeet with our estate planning attorney partner to review your estate plans – if you have anyMeet with our insurance partner to review your life or long term care coveragesDiscover how to have your 401(k) professionally managed without leaving your company planSchedule a free second opinion meeting with a More than Money advisor?
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