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

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January 12, 2018 - Living Trusts – Pros and Cons? Restricted Social Security Applications? Life Insurance with LTC Benefits? Tons of Great Listener Questions!

Gene answers tons of listener questions:

  • Is it possible to pay no income tax on capital gains?
  • Inherited IRA rules?
  • Are Target Date Mutual Funds better than a Financial Advisor?
  • Do you need life insurance after retirement?
  • 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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