November 30, 2024 – Stock Markets Up Significantly Since Election – Save the Date – December 7th – MtM’s Holiday Open House – Save the Date – December 7th: MtM’s Holiday Open House – Save the Date – December 11th: IIY Packing Shoe Boxes for Children!

More Than Money with Gene Dickison

November 30, 2024 - Stock Markets Up Significantly Since Election - Save the Date – December 7th – MtM’s Holiday Open House - Save the Date – December 7th: MtM’s Holiday Open House - Save the Date – December 11th: IIY Packing Shoe Boxes for Children!

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Gene and Alyssa answer buckets o’ questions:

• She asks if her trust should be the beneficiary of her IRAs?
• He reports that the interest on his I-Bonds has dropped dramatically.  Should he go?
• She received a $4 million settlement and wants to know how to avoid ‘blowing it’?
• He asks if he can loan his daughter funds to pay off her mortgage and how best to do that?
• Lots more . . .

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