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

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August 24, 2019 - Invitation to a Free Meal at a Great Grillhouse, Half of the Agenda are Tax Questions, Invite says, ‘We do not give legal or tax advice.’ Are you kidding me?!? Bucket O’ Listener Questions

Gene answers tons of listener questions:

·        What is the FIRE retirement plan?

·        At age 72 how does he invest his IRA?

·        At age 86 should Dad buy a home or rent?

·        Tons of great listener questions?


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          Income Tax Review

          Complete Financial Picture Review 


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

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