Gene and Alyssa answer tons of listener questions:
He wants to transition to part-time at age 65, but his wife wants him to keep working full-time. What to do?They want to know if charitable gift annuities are a good idea?A thief stole her checks from her mail box and drained her account. And he didn’t need a computer to do it.First ‘advisor’ wanted to sell him an annuity (while making a $40,000 commission). How about the second advisor?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 ([email protected]) to schedule your time with us.