Phone: 610-746-7007  Address: 4505 Hanoverville Road, Bethlehem, PA 18020

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September 21, 2019 - Happy Anniversary for Diane and Gene Connie shares her thanks for all your thoughts and prayers Bucket O’ Listener Questions

Gene answers tons of listener questions:


·        Social Security Disability rules?

·        Second marriage in their 60s – how will social security be affected?

·        ‘Guestimating’ retirement budget?

·        Why does her husband have to give his ‘permission’ for herretirement choices?

·        Tons of great listener questions?


For our More than Money Audience


Free Second Opinion Meetings

          Social Security Review

          Medicare Review

          Investments Review

          Retirement Review

          Life Insurance Review

          Long Term Care Insurance Review

          Estate Planning Review

          Income Tax Review

          Complete Financial Picture Review 


Do you want a free second opinion meeting with a More than Money advisor?  

Call today (610-746-7007) or email ( to schedule your 

free review

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