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October 7, 2023

October 7, 2023 – What Does the House of Representatives do without a Speaker? – Where can you get solid advice on the best use of your social security benefits? – Is a ‘Medallion Guarantee’ the same as a notary?

More Than Money with Gene Dickison
More Than Money with Gene Dickison
October 7, 2023 - What Does the House of Representatives do without a Speaker? - Where can you get solid advice on the best use of your social security benefits? - Is a ‘Medallion Guarantee’ the same as a notary?
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Gene and Alyssa answer tons of listener questions:

  • She was sold three (3) annuities and now finds they are not what she was sold.  What now?
  • They need to know the mechanics of a 529 educational fund so they can best help their grandchildren?
  • His advisor has not done a good job.  Can he still retire?
  • Should she set up a gift of her home and retain a life estate?
  • Lots more . . .

Free Second Opinion Meetings

  • Do you have questions about your financial situation?
  • Are you on track to reach your financial goals – particularly your retirement goals?
  • What should you be doing right now?
  • Are you taking too much risk with your investments?
  • Is your 401(k) or 403(b) being actively managed for you?

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.

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