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

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August 25, 2018 - New Tax Law! ‘College Wants Granddaughter’s Income? Tons of Great Listener Questions!

Gene answers tons of listener questions including:

  • Should listener invest a windfall or pay off his mortgage?
  • Do the assets inside an account have to be sold in order to change financial advisors?
  • What happens to the income tax bill when more than the RMD is taken from an IRA?
  • With the world so crazy is it time for gold?
  • What is an over-diversified portfolio?

Gene talks about:

  • Save the Date!  September 11th Live at the More than Money World Headquarters.

We remember 9/11 by raising funds for our Wounded Warriors.

Please join us and please help!

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

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

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