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Bobby Gunther Walsh at the Chamber! Three 529 plan Questions Diversifying Bonds? Handling Higher Tax Bracket Pain? Sheltering Retired Part-Time Income from IRS?

In this More than Money show Gene: 

Gene answers audience questions:

  • Three listeners ask 529 Plan college saving questions ?
  • Wife says husband has always handled their finances – doesn’t think she could on her own?
  • Listener asks how to diversify that part of his portfolio invested in bonds and fixed income?
  • With a big pay raise listener gets pushed into higher tax bracket.  What to do?
  • Retired listener wants to tax shelter part-time income?

 Gene talks about:

  • Long Term Care Insurance Premiums Rising April 13th – Act now!
  • Penn Treaty Long Term Care Fiasco!
  • Bobby Gunther Walsh Shares Insights at Chamber Event – Gene Applauds!

 

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Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com)


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