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

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August 11, 2018 - What is the Key to Retiring Confidently? ‘Leftovers’ in a 529 Plan? Tons of Great Listener Questions!

Gene hosts a great on-location show:

  • Investment allocation in retirement?
  • What happens if there’s money left in a 529 plan after college?
  • Should listener take social security now (age 64) or wait?
  • What is going on with Elon Musk and Tesla?
  • Are U.S. T-Bills and T-notes the same?

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

free review

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