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Blog

Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.

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“What Can I Do To Help My Grandson?”

https://youtu.be/L2w78KOR_p8 "My grandson is 25, has a good job, but a lot of student debt. He recently told me that if he stays on pace - he'll be out of… Read Article

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“What Do I Do With The Money My Mom Left Me?”

https://youtu.be/jpsZHaB7HUo "My mom passed away suddenly. She left me an IRA with almost $140,000. I'm 38 and don't want to take the money until I retire. When I met with… Read Article

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“I’m Pretty Darn Sharp”​

"I’m 81 years old and if I do say so myself – I’m pretty darn sharp. I’ve been watching how this virus shut down the jobs and after just a… Read Article

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“New Annuities?”

https://youtu.be/sBlbFEvgPEE "I've been reading there are new annuities that operate like brokerage (investments) accounts. The advisor is paid a fee and the cost of the annuity is lower than most… Read Article

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Words Are Powerful Tools for American Freedom – January 2021

Gene – is an amateur at the Scriptures. He’s a pilgrim on a spiritual journey – just like you.  He’s made a lot of mistakes.  He’s learned a lot along… Read Article

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Thank You from More than Money and The Children’s Home of Easton – January 2021

$187.000.00.  Thanks to your generosity The Children’s Home of Easton received more than $187,000 from our 2020 Radiothon.  MtM Financial and More than Money were honored to be the lead… Read Article

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More Free Ways to Explore More than Money – January 2021

As loyal readers of our newsletters (and loyal listeners to our radio shows or loyal viewers of our PBS39 and BRC-TV13 shows) well know we love to share great information… Read Article

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Super Important Tax Email – January 2021

If you’re a tax client of MtM you were sent (January 6th in case you need to go back and find it) our annual ‘Super Important Tax Email’.  This email… Read Article

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Happy (?) New Year! – January 2021

We start 2021 with hopes and prayers that it will be much better than 2020.  But in the absence of psychic (psychotic?) ability and with absolutely no assurance that we… Read Article

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