/
RSS Feed
Gene and Alyssa answer buckets o’ questions:
- He wants to know if he should pay off his mortgage early (spoiler alert – yes!)?
- He asks if Pennsylvania taxes the gains on the sale of personal residences?
- She wants to know if a recession is coming and what to do if it is?
- She believes Social Security is a right provided to us by the Constitution (spoiler alert – no it is not)?
- 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.