August 10, 2024 – TIAA-CREF Target of Class Action Law Suit – Long Term Fixed Annuities Still Have Rates Above 5% – But is that the right idea for you? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!

More Than Money with Gene Dickison

August 10, 2024 - TIAA-CREF Target of Class Action Law Suit - Long Term Fixed Annuities Still Have Rates Above 5% - But is that the right idea for you? - Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!

Play Episode Pause Episode

Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds

00:00 /

RSS Feed

Share

Link

Embed

Gene and Alyssa answer buckets o’ questions:

• She asks if her son should pay ahead on his mortgage.  Spoiler alert – it’s not the answer you might expect!
• She asks if a financial advisor and a tax advisor are the same?  As you will expect – it depends!
• She is retiring from PSERS.  Should she take her contributions out or leave them in?
• They have investments in several types of accounts.  Where should they take their retirement income from first? 
• Lots more . . .

Free Second Opinion Meetings

• Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
• Meet with our Social Security partner to plan the best S/S strategy for you
• Meet with our estate planning attorney partner to review your estate plans – if you have any
• Meet with our insurance partner to review your life or long term care coverages
• Discover how to have your 401(k) professionally managed without leaving your company plan

Schedule a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email ([email protected]) to schedule your time with us.