Gene and Alyssa answered tons of listener questions:
How long does he have to keep his income tax records before safely shredding?
His is turning 65, still working, but wonders about enrolling in Medicare?
Friend has been in nursing home for two months – when does reverse mortgage take her home?
How does she figure out if her CPA is calculating the right tax on her trust?
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do better
Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
Long Term Care Review with our partner Mr. Mike Pompei
Reverse Mortgage Review with our partner Tiffany Shutta
Estate Planning Document Review with an attorney in our office
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.