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Gene and Alyssa answer buckets o’ questions:
- She asks what happens if a child passes before a parent, but is still named in the will?
- He is 81 and wonders how to invest $275,000?
- He is 70 and asks if he should move his investments out of the stock market until things ‘settle down’?
- He is asking where he can get information about retiring to a country outside of the United States?
- 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.