Gene and Alyssa answer tons of listener questions:
How does a young couple get financially ready to start their family?Should she cash out her IRA, pay the taxes, so she can invest in a CD?She is recently widowed and needs a financial advisor. What questions should she ask?They both have 401(k)s at the same company that are not performing well. What can they do?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?Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do betterSocial Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our officeSchedule a free second opinion meeting with a More than Money advisor?
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