August 3, 2024 – Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!

More Than Money with Gene Dickison

August 3, 2024 - Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! - Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! - Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!

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Gene and Alyssa answer buckets o’ questions:

• She and her husband disagree on how to split their estates.  How do they resolve this?
• He asks about donating a life insurance policy to a charity?
• She finds the Social Security web site frustrating for securing her spousal benefits.  What should she do?
• She is retiring and her pension is offering her a confusing array of options.  Which one should she pick? 
• Lots more . . .

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• 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

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