June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

More Than Money with Gene Dickison

June 1, 2024 - Long Term Care Insurance Strategy That Might Be the Right Answer for You! - Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help - Click the Banner on our More than Money web site home page!

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Gene and Alyssa answer buckets o’ questions:

• What amount can a husband and wife deduct on their PA income tax for 529 contributions?
• He wants to work after he reaches full social security.  Will he just lose it all to taxes?
• He asks how to choose a financial advisor and what to expect from that advisor?
• They are in their 80’s with IRAs.  What happens when one of them passes? 
• 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

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Call today (610-746-7007) or email ([email protected]) to schedule your time with us.