June 29, 2024 – Sarah and Jon Weimer welcome twin daughters, Blake and Ainsley! Mom and babies all doing well – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Pennsylvania Independent newspaper is not independent – don’t be fooled!

More Than Money with Gene Dickison

June 29, 2024 - Sarah and Jon Weimer welcome twin daughters, Blake and Ainsley! Mom and babies all doing well - LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! - Pennsylvania Independent newspaper is not independent – don’t be fooled!

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Gene and Alyssa answer buckets o’ questions:

• How secure is Social Security?
• He and his son are beneficiaries of a pension plan.  What are their options?
• Should one of his children use MtM Financial as their financial advisor?
• Her top priority is getting her home and property to her son.  What steps should she take? 
• Lots more . . .

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• 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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