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Gene answers buckets o’ questions:
- Should a student in high school with $1,742 of income file a tax return anyway? (Spoiler alert – Yes!)
- How do the Bitcoin ETFs work? Why has Vanguard said they won’t offer one?
- What should you do if your financial advisor is ‘bought out’ by a huge national firm?
- Is it possible he might still get an old pension from a company that went bankrupt?
- 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.