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Gene and Alyssa answer tons of listener questions:
- Should dad pay the interest on daughter’s student loans from his 529 plan?
- His high-paying job is killing him. Can she afford to shift to a less stressful job?
- How can she best help her child buy-out their divorcing spouse?
- She is 80 and wants to consolidate her accounts. Will that help her sons?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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.