Gene and Alyssa answer tons of listener questions:
They are getting their wills completed. Who should they select for executor?His friend has $70,000 he wants to protect for his daughter. Who will manage the trust?He has $51,000 he wants to invest and receive monthly income. Where does he look?He left his corporate job and is now self-employed. What should he do with his 401(k)?Lots more questions.
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 betterHave 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 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 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.