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Gene and Alyssa answer questions:
- What would you do if you won a $1.2 Billion lottery?
- He has been disabled for 18 years. Will his wife be able to retire.
- They have nearly all their investments in one stock. Is this a tax nightmare?
- What online trading platform do we recommend?
- And we are still feeling very, very blessed
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.