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

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November 24, 2018 - December 1st – Holiday Open House – Please Join Us! Estate Taxes? Filial Support Law? What will Stock Market Do in 2019? Tons of Great Listener Questions!

Gene answers tons of listener questions including:

  • Controlling estate taxes?
  • Listener fears filial support law will crush his retirement with care costs for mom!
  • Why is fixed annuity renewing at only 0.50%?
  • What does Gene think the markets will do in 2019?
  • Are Irrevocable Trusts bad things? 

Gene talks about:

  • Next Week (December 1st) More than Money Live at the More than Money World

Headquarters in Bethlehem for our annual holiday open house.  Please join us!

  • 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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