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

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January 26, 2019 - Keep or Pay Off Mortgage in Retirement? Why did her Stock Disappear? Reporting Cash Income on 1040? Tons of Great Listener Questions!

Gene answers tons of listener questions:

  • Should couple keep/pay off mortgage going into retirement?
  • Listener owns stock, but has received no dividends and no 1099?
  • How does listener handle cash payments for income tax purposes?
  • IRA custodian and financial advisor really messed up!
  • Buckets more!

Available 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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