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

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January 5, 2019 - What happens to accounts when advisor dies? Is whole life insurance a good investment? Can one investment review a year be enough? Tons of Great Listener Questions!

Gene answers tons of listener questions:

  • Listener asks if Whole Life Insurance is a good investment?
  • Does More than Money have account minimums?
  • Is it permitted for listener to rollover IRAs he inherited?
  • Does the IRS permit rolling funds from IRA to Roth for 76 year old listener?
  • Listener’s advisor passed away.  What happens to his accounts now?
  • Is one investment review per year sufficient?
  • 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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