Gene and Alyssa answer lots of listener questions:
Social Security offered him a lump sum with a lower monthly benefit. Good idea?How does he know what taxes to withhold from his social security benefit check?His wife’s annuity pays 2% and is finally – after 7 years – maturing. What should she do with the funds?They’ve had their life insurance policies for many, many years. Should they keep them?Lots more . . .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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