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Gene and Alyssa answer questions:
- He asks how to sell stock with large capital gains and not pay income tax?
- He asks how much we know about unemployment compensation? (Spoiler alert – not much!)
- She is helping a neighbor who has not family to help her. Does she need a power of attorney?
- He has questions about MtM having a conference room named after President Trump?
- 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.